M&A Deals
UK financial planner buys Bristol-based wealth manager
Deal takes the firm’s funds under management to £240m
Two more St James’s Place partner firms merge
As the wealth manager reports £135bn of FuM in Q1 2021
Best Practice | 28 Apr 21
Aegon UK acquires pension communications firm
The two companies have been in partnership since 2018
HSBC eyes wealth management M&A deals
It wants to bolster its ‘product or distribution’ capabilities
Grant Thornton sells Australia private wealth operation
Firm says the decision for the M&A deal ‘was not taken lightly’