M&A Deals
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
Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m