M&A Deals
Get the latest mergers and acquisition news, analysis and industry views at International Adviser
Europe 28 Mar 24
Italy’s Intesa Sanpaolo sets up new wealth management structure in big shake-up
The shake-up is aimed at tackling the challenges facing the European banking sector
Companies 28 Mar 24
Söderberg & Partners names Plannr Technologies as back-office partner
This collaboration marks the latest in a series of tech partnerships
M&A Deals 28 Mar 24
UK’s Wren Sterling adds £265m of client assets with its first adviser acquisition of 2024
Wren Sterling now operates from 13 offices covering 11 locations
Companies 28 Mar 24
What does it mean for a financial services firm to be a B Corp?
Obtaining the certification is not the end of the journey but the beginning
Jersey’s TEAM aims for acquisitions in Europe, Caymans, Bermuda as AuM/A grow to £1bn
The AIM-listed group is also adding a presence in Guernsey ‘soon to be established’
Singapore extends suspension of ‘non-specifically permitted’ remittances to China
MAS introduced restrictions on cross-border money transfer services to China on 18 December last year
Financial planning | 27 Mar 24
Abu Dhabi GM consults on changes to non-public beneficial ownership register
The consultation period will close on 21 April 2024
Financial planning | 27 Mar 24
Six UK tax changes arriving on 6 April investors and others need to be aware of
New tax rates and rules will between them affect most earners, savers and investors
People Moves | 27 Mar 24
Nucleus appoints ex-Canada Life’s Julia Peake as technical manager
In a career spanning over 20 years in financial services, she’s held a number of roles