M&A Deals
MitonOptimal splits with advice firm after just 2 years
Move sees investment manager exit the Isle of Man
Financial planner bought by UK wealth manager
Inaugural acquisition adds £85m to firm’s £400m AuM
Quilter’s advisory network to buy AIM-listed firm
Chief executive among departures expected post-acquisition
Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
Wealth manager bolsters pension offering with acquisition
The £4m deal is an ‘important step’ for the firm which wants to continue expanding in the sector