M&A Deals
UK financial planning company buys wealth manager
Acquirer now has around £3bn in FuM
Evelyn Partners adds eighth advice firm to succession programme
Financial planning company will join the wealth manager’s Liverpool office
IFA group makes first acquisition of 2023
It has exchanged on a further eight deals – all awaiting FCA approval
Private bank buys Cayman financial planning firm
To bolster its advice offering to clients in the region
IFA company acquires UK advice business
With more deals in the pipeline in 2023