Close Brothers acquires Dorset Chartered firm
- Wednesday, 13 December 2023
- Articles
Close Brothers Asset Management is to acquire Charted Financial Planning firm Bottriell Adams.
Read more...Sweden's Söderberg completes 4th UK adviser deal
- Tuesday, 12 December 2023
- Articles
Major Swedish wealth manager Söderberg & Partners has completed its fourth UK adviser deal of the year by buying a minority shareholding in London-based Generation Financial Services for an undisclosed sum.
Read more...MKC Wealth acquires 2 firms and £90m in AUA
- Tuesday, 12 December 2023
- Articles
Expanding wealth manager and Financial Planner MKC Wealth has added £90m to its assets under advice by acquiring Buxton-based Crescent Independent and the client base of Bury-based IFA Christine Brearley.
Read more...7IM buys £1bn AUM London Financial Planner
- Monday, 11 December 2023
- Articles
Canadian-owned investment manager and platform 7IM has snapped up £1bn AUM Financial Planning firm Amicus Wealth, subject to regulatory approval.
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