Finli buys £815m AUA Scottish Financial Planner
- Monday, 29 January 2024
- Articles
Wealth manager Finli Group, formerly Solomon Capital Holdings, has acquired Scottish Chartered Financial Planners Clark Gillone for an undisclosed sum.
Read more...Family office aquires Turnstone fiduciary business
- Thursday, 11 January 2024
- Articles
Boston Multi Family Office has acquired the Isle of Man fiduciary business of Turnstone.
Read more...Söderberg takes stakes in 2 more UK firms
- Monday, 08 January 2024
- Articles
Major Swedish wealth manager Söderberg & Partners has increased its UK footprint by taking minority stakes in two advice firms, adding £1.25bn in AUM (Assets Under Management).
Read more...Expanding Prosperis acquires Newcastle IFA
- Thursday, 04 January 2024
- Articles
Knaresborough-based Financial Planning firm Prosperis has acquired Newcastle-based IFA Stephen McDine Ltd for an undisclosed sum.
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