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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

M&A Deals

Companies | 7 Jan 19

Sanlam UK buys financial planning firm

The acquired business offers wealth management and family offices services

Companies | 3 Jan 19

DeVere to consolidate position in adviser market after US sale

The firm is set to sell its operation in the US and will make ‘major acquisitions’ with the proceeds

IFA Newell Palmer clocks up third acquisition in four months

Companies | 24 Dec 18

Financial planning group agrees double acquisition

Also, Caledonia Investments to acquire minority share in a multi-family office

IFA Newell Palmer clocks up third acquisition in four months

Companies | 20 Dec 18

Fairstone Group acquires IFA business

Some 1,250 clients, five advisers and two support staff will join Fairstone as part of the deal

Companies | 13 Dec 18

Brewin Dolphin buys IFA firm

The acquired firm forms part of wealth manager’s strategy to expand in the south of England

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.