M&A Deals
US in the news: Wealth Enhancement Group acquires adviser firm
A round-up of people moves and M&A deals across North America
UK financial planner snaps up IFA firm
Deal brings the company’s assets under management to over £600m
Advice consolidators now more willing to do deals with DB firms
IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases
Rothschild & Co buys Swiss private bank
Deal will see overall AuM in its wealth and asset management division exceed €75bn
Global private client merger called off
Firms say ‘now is not the right time to combine the businesses’