M&A Deals
Hong Kong’s BMP Wealth gets ‘significant’ investment for acquisitions from UK asset manager
The investment will be used to acquire adviser firms whose owners are looking to retire or leave the industry in next few years
Alpha Growth to acquire Guernsey-based Jeometri Insurance Managers
Darren Wadley will be continuing as managing director of Jeometri
Milecross Financial makes first in string of planned 2024 advice firm acquisitions
The deal adds £30m of assets and around 600 clients to the national advice firm
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
CEO Sean Kelleher responds to talk over sale of his stake in Mondial Dubai
A change of shareholder ownership is currently at a late stage of completion