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  • Swedish wealth manager buys stakes in 3 adviser firms

    Söderberg & Partners UK website

  • Mattioli arm buys £53m AUM Opus Wealth

    Ludlow CEO Ian Hemingway

  • Wealth manager parent buys HNW client tax adviser

    DSW Wealth Planning LLP

  • Titan Wealth buys £630m AUM North East IFA Prism

    Titan CEO Andrew Fearon

  • Acquisitive new group MRW acquires 3 adviser firms

    Merlin Wealth Planning - one of the three firms being acquired

  • Perspective notches up 75th adviser acquisition

    Perspective CEO Ian Wilkinson

  • Progeny acquires 4-office Scottish Chartered Planner firm

    Carbon Financial Partners MD Gordon Wilson

  • Fairstone to buy £120m AUM Chartered Planner

    Fairstone CEO Lee Hartley

  • Canaccord scales up Planning ambitions with Scottish deal

    Intelligent Capital website

  • Zedra to buy global private client fiduciary firm

    Zedra website

  • Perspective buys £240m AUM Essex adviser firm

    Perspective CEO Ian Wilkinson

  • Skerritts buys North West Financial Planning firm

    Skerritts CEO Paul Feeney

  • HFMC Wealth buys London adviser Harford Financial

    HFMC website

  • Fairstone completes takeover of £160m AUM Chartered firm

    Fairstone HQ in Sunderland

  • Atomos buys 2 regional adviser firms

    Chris Kraft of Atomos

  • FCA warns firms on selling client banks

    FCA logo

  • Wealth manager buys 3rd Planner firm in £2.4m deal

    TEAM website

  • Perspective adds £190m AUM with two acquisitions

    Ian Wilkinson, chief executive, Perspective

  • Söderberg takes 'significant' stake in Chartered Planner

    Söderberg website

  • Chartered Planner buys Punter Southall FP arm

    Tom Barnett, managing director of Craven Street Wealth

Page 16 of 18

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