M&A Deals
UK financial planning firm makes fifth acquisition of 2020
Deal adds around £150m to the group’s assets under management
IFA business acquires UK advice firm
Finding a suitable buyer proved a challenge
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