M&A Deals
UK wealth manager rebrands following acquisition
As buyer prepares to roll out centralised investment proposition to IFAs
IFA firm buys Scotland-based advice company
Deal adds £761m in funds under influence to the group
US in the news: BNY Mellon WM names regional director
A round-up of people moves and M&A deals across North America
UK wealth manager acquisition adds £120m in client funds
It brings total FuM to approximately £1.1bn
Mattioli Woods buys wealth firm for £1.8m
Deal adds £70m in assets under advice and four members of staff