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  • Frenkel Topping acquires personal injury firm in £10m deal

    Frenkel Topping's website

  • Premier Miton withdraws River & Mercantile bid

    Premier Milton said it had concluded that there are insufficient commercial merits to make a formal acquisition proposal to River & Mercantile

  • Succession Wealth acquires £1.4bn Financial Planning firm

    James Stevenson, CEO at Succession Group

  • PE-backed Exeter IFA makes third acquisition

    Shipman Group is part of Amber River (formerly known as Socium)

  • £280m Charles Stanley takeover moves step closer

    Charles Stanley's website

  • Raymond James completes takeover of Charles Stanley

    Raymond James' website

  • Gilbert’s AssetCo snaps up River & Mercantile

    Martin Gilbert is chairman of AssetCo

  • Kingswood acquires Yorkshire Planning firm in £1.5m deal

    David Lawrence, UK CEO at Kingswood, said the deal is first of many for the firm this year.

  • Fairstone adds £250m AUA in double Planner acquisition

    Lee Hartley, CEO of Fairstone

  • Verso Wealth Management acquires Chartered firm

  • UBS acquires US robo-adviser Wealthfront for £1bn

    Wealthfront will become a wholly owned subsidiary of UBS

  • Succession buys £175m AUM Oxford IFA

    Succession Wealth has acquired The Oxford Advisory Partnership in an all-cash deal

  • Kingswood snaps up Yorkshire IFA for £2.5m

    Allotts Financial Services' website

  • Lloyds buys Embark for £390m and plans D2C move

    Jackie Leiper, pensions stockbroking and distribution director at Lloyds Banking Group, has now been appointed as CEO of Embark.

  • Scottish wealth manager makes fourth acquisition

    John Home and Chris Tweed

  • Perspective acquires £160m Warwickshire Planner

    Ian Wilkinson, CEO of Perspective, said the firm aims to be the acquirer of choice of Financial Planning firms

  • Kingswood buys Essex IFA for £15.3m

    Kingswood UK CEO David Lawrence

  • Kingswood acquires Hampshire adviser in £3.6m deal

    David Lawrence, UK CEO at Kingswood

  • M&G acquires TCF Investment to launch MPS

    Shanti Keleman, CIO of M&G Wealth

  • Fairstone hits £100m revenues with 3rd acquisition of 2022

    Lee Hartley, CEO at Fairstone

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