M&A Deal Summary |
|
|---|---|
| Date | 2016-02-15 |
| Target | Ingenious Asset Management |
| Sector | Financial Services |
| Buyer(s) | Bestinvest |
| Deal Type | Add-on Acquisition |
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Bestinvest provides impartial investment advice, discretionary wealth management and financial planning to mass-affluent and high net worth individuals. Bestinvest is based in London, England.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Financial Services M&A | 2 of 3 |
| Type: Add-on Acquisition M&A Deals | 2 of 3 |
| Country: United Kingdom M&A | 2 of 3 |
| Year: 2016 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-28 |
Webb Holton & Associates
Birmingham, United Kingdom Webb Holton & Associates Ltd. provides trusted, impartial advice to individuals, businesses and trustees, delivering practical, effective solutions for our clients. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-04-04 |
Towry Holdings
Bracknell, United Kingdom Towry Holdings Ltd. is a provider of a wealth management services model which combined fee-for-service advice with discretionary asset management capability. Towry Holdings was established in 1968 and is based in Bracknell, United Kingdom. |
Buy | £600M |
