M&A Deals
Investment group makes approach to buy specialist IFA firm
It has until 5pm on 25 February to present a concrete offer for the business
UK financial planner starts 2020 with double M&A swoop
Deals bring over £160m in funds under management to the firm
US in the news: Fiduciary Trust completes second deal of 2019
A round-up of the latest people moves and M&A deals in North America
Stability of advice firm consolidators called into question
Some players just want ‘to rip businesses apart’ and ‘grab their books’
Wealth firm eyes shuttered UK robo-adviser
With a view to offering regulated advice to its southeast Asian clients in their time zone