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
Citigroup sells $70bn AUA global trust business to JTC
Citi Trust operates from New York, Delaware, South Dakota, Jersey, Singapore, Switzerland, Bahamas
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
Canaccord Genuity Wealth Management acquires Brooks Macdonald International
The deal is expected to complete by March 2025 subject to regulatory approvals




