North America
Credit Agricole subsidiary buys 70% stake in global wealthtech firm
Deal is an extension of a partnership started in 2019
US in the news: FNZ boosts wealth arm with acquisition
A round-up of people moves and M&A deals across North America
Private bank buys Cayman financial planning firm
To bolster its advice offering to clients in the region
US in the news: Mercer Advisors buys California wealth firm
A round-up of people moves and M&A deals across North America
Canaccord Genuity handed £700m management buyout bid
Group led by CEO Daniel Daviau offered a 30.7% premium on firm’s share price