M&A Deals
Scottish advice company becomes entirely employee-owned
Founder said he had to ‘break the mould’ from selling to consolidators
Financial planning group makes double swoop
‘Further acquisitions are in the pipeline for the next few months’
UK pension platform sold to Canadian tech firm
This marks the company’s first foray into the British investment market
US in the news: BNY Mellon WM names global family office head
A round-up of people moves and M&A deals across North America
Private equity giant eyes sale of Lombard International?
It is reportedly working with Bank of America Merrill Lynch following several offers