M&A Deals
US in the news: CI Financial buys Silicon Valley wealth manager
A round-up of people moves and M&A deals across North America
Trust services provider buys Isle of Man pension firm
‘Expansion into the sector was a key target area’
Tatton acquires investment firm for £5.8m
And enters into a distribution agreement with its parent company
SJP partner firm makes second acquisition in two months
Deal allows the company to ‘provide a broader range financial services under one roof’
Sanlam sells UK life and pension arm for £39m
Acquirer is ‘confident’ in its ‘ability to finance and execute’ further deals