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M&A Deals

SJP saw record gross inflows in Q1

Companies | 26 Apr 16

SJP saw record gross inflows in Q1

St. James’s Place reported a record £1bn of gross inflows in March, increasing the group’s funds under management to £62bn.

International Adviser

Companies | 25 Apr 16

UK insurer Phoenix poised to buy Axa’s Sun Life

UK insurer Phoenix Group is close to securing a £500m ($717m, €634m) buyout of smaller rival Sun Life from French insurance giant Axa, The Financial Times has reported.

Sovereign expands into Sipps with MW Pensions deal

Companies | 21 Apr 16

Sovereign expands into Sipps with MW Pensions deal

Sovereign Group, an international wealth management and retirement planning provider, has acquired UK-based MW Pensions, a specialist in Self-Invested Personal Pension (Sipp) schemes, for an undisclosed amount.

Meyado acquires assets of Portfolio Builders in Singapore

Asia | 12 Apr 16

Meyado acquires assets of Portfolio Builders in Singapore

Meyado Private Wealth Management, which is headquartered in London, said its Singapore operation has bought the assets of local financial advisory firm Portfolio Builders for an undisclosed sum.

Bedell Trust plans int’l markets push funded by buyout

Companies | 7 Apr 16

Bedell Trust plans int’l markets push funded by buyout

Jersey-headquartered Bedell Trust has announced a management buyout of its business by private equity firm Inflexion, to fund expansion in to Asia after recently acquiring a majority stake in the Singapore Trust Company (STC).

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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.