Kingswood
US in the news: Savant WM buys Atlanta advice firm
A round-up of people moves and M&A deals across North America
‘Extremely difficult’ DIY platforms ‘refuse to deal’ with advisers
As do-it-yourself investment accounts hit all time high of 9.54 million
Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
Kingswood bags advice firm in £12.4m acquisition
It has four potential M&A deals currently under exclusive due diligence
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU