Close Brothers acquires Dorset Chartered firm

Close Brothers Asset Management is to acquire Charted Financial Planning firm Bottriell Adams.

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Sweden's Söderberg completes 4th UK adviser deal

Major Swedish wealth manager Söderberg & Partners has completed its fourth UK adviser deal of the year by buying a minority shareholding in London-based Generation Financial Services for an undisclosed sum.

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MKC Wealth acquires 2 firms and £90m in AUA

Expanding wealth manager and Financial Planner MKC Wealth has added £90m to its assets under advice by acquiring Buxton-based Crescent Independent and the client base of Bury-based IFA Christine Brearley.

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7IM buys £1bn AUM London Financial Planner

 

Canadian-owned investment manager and platform 7IM has snapped up £1bn AUM Financial Planning firm Amicus Wealth, subject to regulatory approval.

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