M&A Deals

Companies | 16 Jan 25

Söderberg & Partners invests in three more UK IFA firms

These are its first investments in 2025

M&A Deals | 15 Jan 25

Fairstone adds £4.1bn AUM and 177 advisers into the group

The team ended 2024 with the signing of its 87th partner firm

Latin America | 8 Jan 25

Julius Baer to sell Brazilian wealth manager unit to BTG Pactual

Julius Baer Brazil has offices in São Paulo, Belo Horizonte, and Rio de Janeiro

Companies | 8 Jan 25

Foster Denovo adds £87m AUA with acquisition of Verum Wealth 

It marks the firm’s seventh acquisition in just over a year

Companies | 7 Jan 25

Azets Wealth Management to acquire chartered financial planner

Azets is an international business advisory group, with 9,000 local experts in 190 locations across six countries