M&A Deals
Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn
US in the news: Ritholtz WM names president
A round-up of people moves and M&A deals across North America
Managing director acquires majority stake in Indian wealth firm
She has increased her shareholding to 96% from 24%
IFA consolidator completes sixth acquisition
Firm now has over £1bn in assets under management
Swiss private banks agree partnership deal
Combined entity will have assets under management in excess of $10bn