M&A Deals
Kingswood buys Scottish advice company for £5.1m
It is the firm’s first acquisition in the country
US in the news: Glenmede names CEO
A round-up of people moves and M&A deals across North America
Accountancy firm sells IFA client book to PE-backed wealth group
As its in-house adviser retires
UK financial planning company buys IFA firm
Deal adds £150m in assets under management
IFA group inks 10th acquisition of 2022
It has its ‘biggest ever’ pipeline of M&A deals coming in the next 18 months