M&A Deals
Management buyout at Europe-based expat advice firm
Deal ‘provides the momentum for executing new growth strategies’
£300m offer rejected for UK investment manager
Approach was reportedly made in December 2021
DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021
UK financial planning group makes 50th acquisition
It will target ‘some select new geographies’ with future deals
Progeny buys UK financial advice firm
Deal brings its assets under management to over £3bn