M&A Deals
STM agrees transfer out of workplace master trust in deal with Smart Pension
STM currently carries on its UK workplace pensions business through the Options Master Trust
M&G Investments selects Ortec Finance’s investment modelling tools for insurance clients
The collaboration will leverage Ortec Finance’s advanced Economic Scenario Generator and Strategic Asset Allocation tooling
iPensions Group acquires SIPP, SSAS business from Morningstar Wealth
The new deal follows its acquisition of the Edinburgh-based SIPP provider, Forthplus
Hoxton Capital Management acquires its third advice firm in the UK this year
The deal takes Hoxton to over £1.6bn of assets under management
Succession Group snaps up £900m AUA chartered adviser firm London Wall Partners
This marks Succession’s fourth acquisition under Aviva ownership and its second in 2024