M&A Deals
Milecross Financial ‘returns to roots’ with Northern Ireland advice firm acquisition
The deal adds 8,000 clients, a team of 18, and around £130m of assets to Milecross
Investment | 19 Sep 24
Close Brothers to sell wealth management arm to Oaktree CM for £200m
The sale is expected to complete in early 2025 calendar year
Skerritts adds £1bn AUM with purchase of Ellis Bates Financial Advisers
Since Sovereign’s investment in 2021, Skerritts has made 14 acquisitions
Financial planning | 17 Sep 24
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
Citigroup sells $70bn AUA global trust business to JTC
Citi Trust operates from New York, Delaware, South Dakota, Jersey, Singapore, Switzerland, Bahamas