Perspective adds £220m AUM with double acquisition
- Tuesday, 03 October 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.
Read more...Wren Sterling acquisitions add £400m AUM
- Tuesday, 19 September 2023
- Articles
Wren Sterling’s summer acquisitions have added £400m AUM to the firm after it took over Guildford-based IFA Messer & Matthews in July and in August acquired a majority stake in Cornwall-based The Stockdale Group.
Read more...Recruiter launches M&A service for adviser firms
- Friday, 16 June 2023
- Articles
Recruitment firm BWD has launched a mergers and acquisitions service - BWD M&A - aimed at finance advice businesses.
Read more...ASHL's new LYNC arm in double planner firm acquisition
- Tuesday, 06 June 2023
- Articles
Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL) has acquired two Financial Planning firms through its growing national advice business, LYNC Wealth Management.
Read more...