Boston Family Office buys Fedelta Trust
- Tuesday, 21 March 2023
- Articles
Boston Multi Family Office has acquired Fedelta Trust Limited which will see the existing Fedelta team, led by Steven Quirk and David Brew, move to Boston’s Isle of Man offices.
Read more...Skerritts buys £62m AUM Kent Financial Planner
- Friday, 06 January 2023
- Articles
Brighton and Hove-based wealth manager Skerritts Group has acquired £62m AUM Kent Financial Planner Equinox Wealth.
Read more...Nucleus to buy Curtis Banks for £242m
- Friday, 06 January 2023
- Articles
Platform firm Nucleus is set to buy SIPP and SSAS provider Curtis Banks for £242m in an agreed cash offer.
Read more...Perspective snaps up 12th adviser firm in 2022
- Thursday, 15 December 2022
- Articles
Acquisitive Financial Planning firm Perspective Financial Group has made its 12th acquisition of 2022 with a deal to buy £115m AUM Staffs IFA firm Hunter & Co.
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