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M&A Deals

Financial planning | 17 Sep 24

Brooks Macdonald to acquire Lucas Fettes Financial Planning

Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients

Asia | 16 Sep 24

Citigroup sells $70bn AUA global trust business to JTC

Citi Trust operates from New York, Delaware, South Dakota, Jersey, Singapore, Switzerland, Bahamas

Companies | 16 Sep 24

Phoenix Group drops planned sale of SunLife protection business

It also reported 19% growth in operating cash generation in the first half results

Investment | 13 Sep 24

FE fundinfo buys due diligence, product selection tool provider AdviserAsset

FE fundinfo said clients will benefit from AdviserAsset’s large platform database

Europe | 12 Sep 24

Canaccord Genuity Wealth Management acquires Brooks Macdonald International

The deal is expected to complete by March 2025 subject to regulatory approvals

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.