Private Equity firm PCP takes majority stake in Saltus
- Wednesday, 03 August 2022
- Articles
Private equity firm Preservation Capital Partners (PCP) is to take a majority stake in wealth manager and Financial Planning firm Saltus for an undisclosed sum.
Read more...Glasgow Planner sells client book to Evelyn Partners
- Thursday, 28 July 2022
- Articles
Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy, has sold the firm’s client book to Evelyn Partners.
Read more...Private equity-backed firm acquires Metis Wealth
- Wednesday, 27 July 2022
- Articles
Hurst Point Group has agreed to acquire Financial Planner and wealth manager Metis Wealth and Metis Asset Management.
Read more...Options parent acquires Mercer SIPP business in £3.3m deal
- Tuesday, 26 July 2022
- Articles
STM Group, parent company of SIPP provider Options, has agreed to acquire the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.
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