M&A Deals
Nedbank Private Wealth sells off trust business
Deal helps acquirer bolster its operation in the Channel Islands
Succession Wealth acquires UK financial planning firm
Company sees ‘plenty of interesting opportunities in the market’
Schroder’s Benchmark Capital buys wealth firm
It will take client assets to £2.1bn, with more deals in the pipeline
Tavistock acquires IFA group for £3.7m
Deal adds around £500m in assets under advice
US in the news: Mercer Advisors makes triple acquisition
A round-up of people moves and M&A deals across North America
