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  • Davy sells wealth management business for £382m

    Founded in 1926, Davy manages in excess of 16bn Euros of client assets and employs over 800 people, including 83 employed by DGFM.

  • Shareholders back £40m Tavistock Wealth sale

    Tavistock website

  • Charles Stanley to be acquired by Raymond James

    Charles Stanley's website

  • Private equity firm eyes up Iress

    The fintech has now given EQT access to some non-public information in an attempt to drive the price of the deal higher.

  • Tenet acquires northern wealth management firm

    Astute will continue to trade under its own brand as a subsidiary of Tent’s own advice firm, Tenet&You.

  • Abrdn to buy AI wealth manager

    The AI-powered offering will be integrated into the provider’s existing offerings in its personal business arm

  • Perspective acquires £42m AUM Wiltshire Planner

    Ian Wilkinson, CEO of Perspective

  • Frenkel Topping acquires legal costs consultancy

    The acquisition is part of the firm’s strategy to drive consolidation of the pre-settlement professional services marketing in personal injury and clinical negligence

  • Titan completes acquisition of Tavistock multi asset arm

    Brian Raven, chief executive at Tavistock

  • ASHL network launches investment proposition

    Rockhold Investments

  • Saltus buys £300m AUM Financial Planning firm

    The acquisition will see all Fish Financial staff move over to Saltus

  • Tavistock hits £1.23m profit as performance turns around

    Brian Raven, group chief executive at Tavistock Investements

  • Tavistock avoids £7m sale tax charge

    According to Tavistock, without the exemption, the transaction might have given rise to a tax charge of approximately £7m.

  • IWP acquires £85m Yorkshire Planner in virtual planning launch

    IWP's website

  • Schroders to acquire River and Mercantile for £230m

    Schroders' website

  • FCA gives greenlight to LV= Bain Capital deal

    LV= announced the potential acquisition by Bain Capital in December

  • US private equity firm is new owner of Progeny

    Progeny CEO Neil Moles

  • Progeny acquires 12-staff Yorkshire Planning firm

    Progeny CEO Neil Moles

  • Tilney acquires Northumberland Financial Planner

    The firm’s five staff, including Financial Planners, are currently based in Cramlington in Northumberland and will move to Tilney’s Newcastle office.

  • IWP adds £360m in assets with double acquisition 

    IWP website

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