M&A Deals
Spectrum IFA buys 50% stake in Geneva financial planner firm
Which provides investment, pension and savings solutions to mostly high net worth expat clients
Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
Royal London sells off £14bn Ascentric platform
Firm says it remains ‘firmly committed to the adviser market’ after M&G deal
US in the news: JP Morgan revamps wealth operation
A round-up of people moves and M&A deals across North America
M&A-hungry financial planner completes another deal
Some five firms have joined its acquisition buy out scheme since the start of 2020