M&A Deals
Regulator approves £231.6m sale of UK financial advice group
After the wealth manager’s shareholders backed deal at the second time of asking
Swiss firm buys 50.1% stake in UK advice company
IFA business is an ‘ideal springboard’ for the financial services group to build a presence in Britain
US in the news: CI Financial buys San Diego advice firm
A round-up of people moves and M&A deals across North America
Advice firms in Asia report decline in British expat clients
While number of Chinese, local and south east Asian customers is on the up
71% of South African advice firms want to make acquisitions
While 20% have had in-depth conversations with clients about financial emigration