M&A Deals
Jersey wealth manager buys IFA firm for £4m
Deal adds £77m in assets under advice and 500 clients to the business
Quilter completes sale of international arm to Utmost
As Peter Kenny steps away from the business to ‘pursue different opportunities’
8% of UK advisers to sell their business in next five years
This increases to 23% for sole financial planners
US in the news: Wealthspire Advisors buys California-based firm
A round-up of people moves and M&A deals across North America
Bidding war for global financial services provider
Several unnamed parties have ‘submitted a conditional and non-binding proposal’