M&A Deals
US in the news: EP Wealth Advisors makes managerial reshuffle
A round-up of people moves and M&A deals across North America
Parent company of UK advice firm gets PE backing
Deal will help accelerate the group’s growth strategy
UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
International advice firm Globaleye sold to Jersey wealth consolidator
As part of a double swoop including an Isle of Man-based financial planning company