M&A Deals
Advice firm makes first acquisition since fundraise
Company hopes to reach £5bn in AuM within five years
US in the news: Wealth Enhancement Group makes 7th deal of 2022
A round-up of people moves and M&A deals across North America
What do interest rate rises mean for wealth management M&A?
Borrowing and debt servicing costs are going up, which will impact how much companies are willing to pay
Management buyout at Cyprus advice firm
Director of the company will now take on the role of CEO
Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’