Succession buys £175m AUM Oxford IFA
- Monday, 31 January 2022
- Articles
Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.
Read more...UBS acquires US robo-adviser Wealthfront for £1bn
- Thursday, 27 January 2022
- Articles
UBS is to buy robo-adviser Wealthfront for £1.04bn to accelerate its digital growth ambitions in the US.
Read more...Verso Wealth Management acquires Chartered firm
- Thursday, 27 January 2022
- Articles
Digital wealth manager Verso Wealth Management has acquired Chartered Financial Planning firm Pavis Financial Management.
Read more...Fairstone adds £250m AUA in double Planner acquisition
- Thursday, 27 January 2022
- Articles
Acquisitive Chartered Financial Planning firm Fairstone has acquired East2west Financial Services and Brantwood Financial Planning.
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