Kingswood buys £111m AUM Irish Financial Planner

Fast-growing Financial Planner and wealth manager Kingswood Group has completed the acquisition of Dublin retirement planning advice firm BasePlan through its Irish subsidiary Moloney Investment.

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Finli buys £815m AUA Scottish Financial Planner

Wealth manager Finli Group, formerly Solomon Capital Holdings, has acquired Scottish Chartered Financial Planners Clark Gillone for an undisclosed sum.

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Family office aquires Turnstone fiduciary business

Boston Multi Family Office has acquired the Isle of Man fiduciary business of Turnstone.

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Söderberg takes stakes in 2 more UK firms

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).

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