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M&A Deals

Companies | 16 Mar 22

Advice group acquires Hertfordshire wealth firm

Deal increases assets under influence to around £800m

Companies | 16 Mar 22

Financial planning firm buys wealth manager

Founder of acquired business will exit the company next year

Asia | 15 Mar 22

Aussie advisory firm sold for A$7.96m

Combined business will have more than 600 advisers and A$16bn in funds under advice

Companies | 15 Mar 22

UK wealth manager acquires advice firm

Company is pursuing an ‘ambitious IFA consolidation plan’

Companies | 14 Mar 22

UK financial planning companies merge

Owners ‘recognised the opportunity the pandemic presented and discussed their shared ambitions to grow’

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.