M&A Deals
M&G Investments selects Ortec Finance’s investment modelling tools for insurance clients
The collaboration will leverage Ortec Finance’s advanced Economic Scenario Generator and Strategic Asset Allocation tooling
iPensions Group acquires SIPP, SSAS business from Morningstar Wealth
The new deal follows its acquisition of the Edinburgh-based SIPP provider, Forthplus
Hoxton Capital Management acquires its third advice firm in the UK this year
The deal takes Hoxton to over £1.6bn of assets under management
Succession Group snaps up £900m AUA chartered adviser firm London Wall Partners
This marks Succession’s fourth acquisition under Aviva ownership and its second in 2024
Indosuez WM creates a €200bn client assets group with Belgium wealth manager acquisition
This acquisition is ‘amongst the most significant transactions’ in the industry over past decade in Europe