M&A Deals
PE-backed wealth company acquires UK advice firm
Following the purchase of Beaufort Financial and You Asset Management in June 2022
IFA group completes fourth deal of 2022
It is the firm’s seventh acquisition since it received private equity backing
Global asset manager buys Swiss wealth business
In a bid to expand its international footprint
IFA consolidator acquires two Scottish advice firms
Deals add over £300m in AuA
Evelyn Partners adds seventh advice firm to succession programme
It is the second company to join the wealth manager’s Newcastle office through the scheme