M&A Deals
Wrap platform buys trustee firm and Sipp assets
Taking its assets under administration and on technology to £2.7bn
Wealth management veterans acquire financial advice company
Duo eye further M&A deals in 2023
IFA firm makes second acquisition of 2023
Company is keen to buy the businesses of advisers planning to retire
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