M&A Deals
UK wealth manager buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration
PE firm buys stake in global independent asset manager
Acquired firm has operations in Switzerland, South Africa and the UAE
Liontrust eyes Gam acquisition
Deal would create a business with around £100bn of assets under management
Best Practice | 17 Apr 23
Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
US in the news: The Mather Group names CCO
A round-up of people moves and M&A deals across North America