M&A Deals
US in the news: BNY Mellon WM names regional director
A round-up of people moves and M&A deals across North America
UK wealth manager acquisition adds £120m in client funds
It brings total FuM to approximately £1.1bn
Mattioli Woods buys wealth firm for £1.8m
Deal adds £70m in assets under advice and four members of staff
Austen Morris co-founder buys Mauritius advice firm
Deal sees managing director and owner of the acquired company retire
Global financial services firm buys Swiss trust business
Deal will expand the company’s private client operation