M&A Deals
UK family office merges with US wealth manager
Newly formed business will have $54bn in AuM with offices across four continents and 11 countries
Vistra buys global trust services provider
Deal will expand the acquirer’s private wealth operation
US in the news: CI Financial buys Silicon Valley wealth manager
A round-up of people moves and M&A deals across North America
Trust services provider buys Isle of Man pension firm
‘Expansion into the sector was a key target area’
Tatton acquires investment firm for £5.8m
And enters into a distribution agreement with its parent company