Takeover of Harwood Wealth moves to shareholder vote
- Monday, 20 January 2020
- Articles
Acquisitive Financial Planning-focused wealth manager Harwood Wealth has revealed more details of its own takeover by global private equity firm Carlyle.
Read more...FCA approves £206m Saunderson House parent takeover
- Tuesday, 13 August 2019
- Articles
The FCA has given the green light to the private equity takeover of IFG Group, parent company to Financial Planner and wealth manager Saunderson House and SIPP and platform provider James Hay.
Read more...SimplyBiz buys Defaqto in £74.3m deal
- Wednesday, 20 March 2019
- Articles
Adviser support company SimplyBiz is to buy technology and data provider Defaqto in a deal worth a total of £74.3m.
Read more...Ascot Lloyd buys rival adviser firm Newell Palmer
- Monday, 10 December 2018
- Articles
Wealth manager and Financial Planner Ascot Lloyd is to take over fast growing rival Newell Palmer, which bought its 51st IFA firm only this year.
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