Regions
When should families start succession planning?
Younger generations are ‘more demanding’ and want to be involved
UK advice firm gets PE funding for acquisition spree
It will focus on domestic deals but will also consider international businesses
Evelyn Partners eyes international advice push
As it hires ex-Deutsche Bank head of UK wealth planning and intermediaries to oversee the expansion
UK wealth firm makes second DFM acquisition of 2022
Deal adds around £180m in assets under management
US in the news: MAI Capital Management buys Cleveland wealth firm
A round-up of people moves and M&A deals across North America