M&A Deals
Succession Group snaps up £900m AUA chartered adviser firm London Wall Partners
This marks Succession’s fourth acquisition under Aviva ownership and its second in 2024
Indosuez WM creates a €200bn client assets group with Belgium wealth manager acquisition
This acquisition is ‘amongst the most significant transactions’ in the industry over past decade in Europe
Milecross adds 2,000 clients with acquisition of adviser firm in south east England
This purchase follows the recent acquisition of Dundee-based Osprey Financial Services
WH Ireland focuses on wealth management amid sale of capital markets unit for £5m
The deal is expected to complete by mid-July 2024
Financial planning | 31 May 24
Canaccord Genuity to acquire £900m AUM chartered adviser Cantab AM
The acquisition is expected to be completed within the quarter ended 30 September, 2024