BMO jettisons Emea asset management arm to Ameriprise
Deal adds $124bn of AUM to US adviser’s global asset manager Columbia Threadneedle
M&A
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James Hay changes M&A terms for Nucleus deal
Comes weeks after reports that Nucleus staff were unhappy with the original offer over fears of staff cuts
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Martin Gilbert-backed business preps for M&A deals
Assetco has promoted former Aberdeen Asset Management boss to chairman
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Tavistock slams ‘unsolicited’ £15m takeover bid
‘The board does not consider that a paper-only offer made using illiquid shares … is credible or warrants further consideration’
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Tavistock rebuffs £15.2m takeover bid
Would-be acquirer believes shareholders ‘deserve the opportunity to decide on the merits of any offer’
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SJP partner firm acquires Manchester financial planner
Deal is a ‘significant milestone’ for its growth strategy
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London IFA ropes in former M&G equity boss for ambitious growth plans
MWA Financial is planning to acquire a number of advice firms over the next three to five years
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SLA offloads Parmenion to European private equity firm in £102m deal
Sale is to simplify SLA’s adviser strategy around its Wrap and Elevate platforms
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Tilney Smith & Williamson scoops up Surrey-based adviser
HFS Milbourne has 30 members of staff and around £450m in assets under influence
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AFH postpones shareholder vote on £225m offer
Trading in the firm’s shares has been suspended since 7.30am on Monday
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Mark Slater rejects £225m AFH takeover bid from US private equity giant
‘We just don’t think they should be looking to sell’
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Mattioli Woods expects more IFAs to sell up ahead of expected CGT changes
Advisers want to make sure they don’t ‘incur higher tax burdens’