M&A Deals
UK financial planner doubles 2019 acquisition tally
Deals will give firm £1.5m in gross fee income and more than £120m in funds under management
Zurich inks 20-year distribution deal in Australia
After closing acquisition of local insurance firm
Maltese advisory firm scooped up by Bermuda insurer
Group already has brokerage and insurance companies in Gibraltar and Malta
US in the news: Private bank poaches from Merrill Lynch WM
A round-up of the latest people moves and M&A deals in North America
Advice firm eyes more M&A deals after profit surge
Firm expects to announce both ‘strategic and tactical’ acquisitions in the future