M&A Deals
US in the news: CI Financial buys New York wealth firm
A round-up of people moves and M&A deals across North America
Westpac to sell New Zealand wealth advisory business
But bank says it will still serve customers with large investment portfolios for their lending needs
Swiss giant ‘open’ to wealth management M&A deals
Months after the company was rumoured to be in talks over a possible merger with UBS
UK wealth manager to launch ‘low-cost’ platform
As CEO says the firm wants to ‘get back into the business of acquiring’ advisory companies
IFA consolidation firm launches in the UK
Former Skandia CEO among those at the helm