M&A Deals
US in the news: Rockefeller bolsters global family office arm
A round-up of people moves and M&A deals across North America
UK financial planning group buys Suffolk-based IFA firm
Founder of acquired business will retire after the deal
Aussie bank exits life insurance market with A$524m deal
It will ‘continue to invest in the transformation and growth of its wealth management’ arm
Progeny acquires Yorkshire-based advice company
Firm says that it is ‘building a business, not buying one’
Quilter to restructure business divisions
As it creates two segments focussing on HNW and affluent clients