M&A Deals
Julius Baer expands operation in Mexico
The Latin America country ‘constitutes a core market in the region’ for the Swiss firm
Investment firm buys stake in Indian life company
‘Favourable demographics and an increasing focus on financial savings’ driving life sector growth
Financial planning firm makes first venture into Northern Ireland
This is the company’s seventh acquisition since its formation in 2015
Financial planner makes first acquisition of 2019
The deal will see the UK firm bring on board 400 clients and £200m in funds under management
Quilter acquisition to bring onboard 200 restricted planners
Managing director of Quilter Private Client Advisers confirmed