M&A Deals
UK financial planning firm makes seventh acquisition of 2020
Deal adds around 1,500 clients into the group
Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management
Australian wealth firms merge
Deal will help the combined business become ‘future fit’ to support clients
Fund distributor in talks to buy ‘around 30 IFA practices’
Ex-DeVere Group wealth management consultant says M&A advice deals are ‘natural progression’ for firm
US in the news: Wealth Enhancement Group acquires adviser firm
A round-up of people moves and M&A deals across North America