Europe
Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
Europe-based advisers expect 10% annual growth over next 3 years
Most believe success will depend on their ability to build relationships with next generation
PEOPLE MOVES: Jupiter, Sun Life, HSBC
Fund manager CEO retires, while insurer names Hong Kong general manager for life and health
Global wealth firm unveils adviser buy out programme
It targets those with mid-to-large size client books