M&A Deals
Charles Stanley strengthens Yorkshire presence with acquisition
Its Leeds office is currently recruiting for additional investment managers
UK wealth manager makes triple acquisition for £1.8m
As it works on ‘healthy pool’ of future opportunities
Zurich and Aegon silent on platform sale
It had assets of £10.2bn as of March 2019
Global fintech firm snaps up Aussie-based software provider
Deal is expected to complete in November 2019
US in the news: Wells Fargo hires head of wealth management
A round up of the latest people moves and M&A deals in North America