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.


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.


Family office aquires Turnstone fiduciary business

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


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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