M&A Deals
Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
IFA network makes 13th company buyout
Firm brings £26m of assets under management to the business
Multi-family office parent snaps up US investment firm
Financial terms of the deal to buy the alternatives specialist were not disclosed
Sanlam UK buys Thesis as M&A spree continues
‘Retention of staff will be critical to its success’
Wealth manager bolsters UK operation with acquisition
Firm will have 31 offices as it aims to meet ‘pent up demand for good financial advice’