M&A Deals
Private wealth services provider buys Guernsey-based firm
Deal is a ‘great milestone’ for the business
Global wealth manager expands into Singapore with M&A deal
Firm already has a presence in Hong Kong
UK advice network acquires financial planning firm
As it receives funding from bank to finance its growth plans
US in the news: CI Financial sells 20% stake in wealth business
A round-up of people moves and M&A deals across North America
UK advice company rolls out succession solution for advisers
One of the ‘hardest decisions’ for IFAs is ‘knowing when to step back from the business they have built up’