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  • Succession Wealth snaps up £1.1bn AUA True Wealth

    Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.

  • WBR acquires Bristol-based SSAS administrator.

    Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired SSAS administrator NM Perris & Co Ltd.

  • Advanta snaps up £800m AUM south west Planner

    Fast-growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired south west-based City Financial Planning for an undisclosed amount, adding a further £800m of AUM. 

  • Brooks Macdonald snaps up £170m AUM Cardiff Planner

    Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.

  • Ascot Lloyd acquires £254m AUA adviser

    Financial Planning firm Ascot Lloyd has acquired Scottish adviser Create and Prosper Financial Services for an undisclosed amount.

  • Brooks Macdonald pays £45m for LIFT Financial  

    Wealth manager and Financial Planner Brooks Macdonald has acquired LIFT Financial Group Ltd and LIFT Invest for £45m.

  • Insurance giant takes stake in wealth manager

    Insurance giant Willis Towers Watson has acquired a stable in wealth manager Atomos as it looks to expand its presence in the UK wealth market.

  • Loyal North adds 2 acquisitions to boost AUM by £56m

    Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.

  • Brooks Macdonald buys £1.19bn AUM Norwich Planner

    Wealth manager and Financial Planner Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

  • FE Fundinfo acquires product selection tool provider

    Fintech and data firm FE Fundinfo has acquired adviser platform and product selection tool provider AdviserAsset.

  • £5.4bn takeover of Hargreaves Lansdown moves closer

    The acquisition of platform provider Hargreaves Lansdown by a private equity-led consortium has moved a step closer today as the scheme of arrangement was officially confirmed.

  • Foster Denovo snaps up £200m Glasgow IFA

    Expanding national advice firm Foster Denovo has acquired £200m AUM Glasgow-based financial advisers Rosemount Asset Management for an undisclosed amount, the firm’s fourth acquisition in 12 months.

  • £432m acquisition of Mattioli Woods to complete this week

    The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.

  • Tweed adds £80m in assets with fifth acquisition

    Tweed Wealth Management has acquired Glasgow-based Capital Wealth Consultants (CWC) as it expands into western Scotland.

  • Söderberg takes stakes in 3 IFA firms as expansion continues

    Gustaf Rentzhog, CEO at Söderberg & Partners

    Swedish wealth manager Söderberg & Partners has invested in three more adviser firms as it expands its financial advice presence in the UK.

  • Schroders confirms £424m takeover of Cazenove to form £229bn business

    Cazenove website
  • Canadian bank agrees £708m takeover of historic City firm

    F&C website
  • Standard Life confirms it may buy Ignis Asset Management

    Standard Life
  • Standard Life's £390m buy out of Ignis given go ahead

    Keith Skeoch, chief executive of Standard Life Investments,
  • Paraplanning firm announces takeover of rival business

    Pictured: Left – right: Andrew Ransley and Tony Stevens

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