Private equity-backed firm acquires Metis Wealth

Hurst Point Group has agreed to acquire Financial Planner and wealth manager Metis Wealth and Metis Asset Management.

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Private equity firm FPE invests in Dynamic Planner

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.

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UHNW investors stepping into SME investment

Ultra-high-net-worth (UHNW) investors are stepping into investing into SME firms through private equity via single-family office vehicles, according to a new report.

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New owner to combine Novia and Wealthtime brands

Private equity firm Anacap-owned platforms Novia and Wealthtime are to be combined under the Wealthtime brand in the second half of this year.

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