United Kingdom
‘Record flows’ in Q1 2021 for Quilter platform
Firm ‘pleased’ with shareholder feedback and market reaction to sale of international arm
UK advice firm acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
Private equity-backed consolidator withdraws advice firm bid
Would-be acquirer unable to make the company fit its model
Poor M&A due diligence will come back to haunt advice firms
‘Smart buyers’ are starting to accurately value a business