M&A Deals
Succession Wealth acquires UK financial planning firm
Company sees ‘plenty of interesting opportunities in the market’
Schroder’s Benchmark Capital buys wealth firm
It will take client assets to £2.1bn, with more deals in the pipeline
Tavistock acquires IFA group for £3.7m
Deal adds around £500m in assets under advice
US in the news: Mercer Advisors makes triple acquisition
A round-up of people moves and M&A deals across North America
Global bank buys Citi wealth arms in four Asian markets
Deal adds around 2.4 million customers