United Kingdom
Progeny acquires Scottish professional services group
It is the firm’s fourth M&A deal in the country
International tech provider acquires ESG ratings firm
Deal will see the companies work together to create advice tools
SJP partner firm buys Scottish financial planning company
It hopes to complete a ‘series of deals’ in the coming months
PEOPLE MOVES: Bank Syz, Evelyn Partners, Robeco
Swiss group names head of client solutions, as wealth manager bolsters UK financial planning offering
How to serve US clients abroad
Some firms find them ‘too costly and complex’ to have as customers