M&A Deals
Wealth manager buys financial advice company
Deal pushes the firm’s AuM to over £860m
US in the news: Mercer Advisors makes triple swoop
A round-up of people moves and M&A deals across North America
UK wealth firm sold to US private equity business
Management team will retain a ‘significant minority stake’
Zedra acquires Malta-based private wealth services provider
As it explores ‘new growth opportunities within the region’
IFA group buys UK financial advice firm
It is the company’s first acquisition since its MBO in July 2021