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PE firm Pollen Street to buy Mattioli Woods for £432m

 

Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.

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Perspective teams up with new private equity owners

Fast growing national Financial Planning firm Perspective Financial Group has a new lead private equity investor, Charlesbank Capital Partners.

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Private equity firm to acquire Titan Wealth

US private equity firm Parthenon Capital is to acquire a majority share of wealth manager and Financial Planner Titan Wealth later this month.

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Foster Denovo AUM climbs 9% to £1.2bn

Expanding national advice firm Foster Denovo Group has reported assets under management in 2022 rose to £1.2bn, up 9% on 2021.

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