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Amber River CEO Mary-Anne McIntyre

US PE firm completes £900m Amber River takeover

Details
22 July 2026
  • mergers
  • Amber River
  • Penta Capital
  • Mary-Anne McIntyre
  • Chuck Davis

US private equity investor Stone Point Capital, which has invested £56bn in financial and healthcare businesses around the world, has completed its takeover of Amber River, one of the UK’s fastest growing Financial Planning firms.

Read more …

Nine Edge Wealth website

Nine Edge Wealth rebrands Scottish adviser firms

Details
22 July 2026
  • Derek Miles
  • mergers
  • Nine Edge Wealth
  • Wealth Professional
  • RMS Financial

Expanding Financial Planner Nine Edge Wealth is to rebrand its Scottish businesses under the Nine Edge Wealth banner as it continues to grow.

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L-R: Fairstone Northern MD Steve Easter (second from left) welcomes (from left) Mark Wiseman of Riverstone and Mike McGurrill and Paul Clough of Grainger

Fairstone buys 2 North East Financial Planners

Details
17 July 2026
  • Fairstone
  • mergers
  • Grainger Financial Planning
  • Riverstone Wealth Management
  • Steve Easter

Expanding Chartered Financial Planner Fairstone has acquired two Financial Planning firms managing a total of £183m AUM/A near its North East base.

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Finli Group website

Finli buys 7 firms and adds £269m in AUM  

Details
16 July 2026
  • mergers
  • Finli Group
  • James Bryce

National Financial Planning firm Finli Group has acquired seven adviser firms in the second quarter of 2026, with the deals adding an additional £269m in assets under management.

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Fairstone CEO Steven Cooper

Fairstone launches Aberdeen hub after double acquisition

Details
07 July 2026
  • Aberdeen
  • Fairstone
  • Hub
  • mergers

North East-based Chartered Financial Planning firm Fairstone has established an Aberdeen hub to boost its footprint in Scotland following the acquisition of two local Financial Planning firms.

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Evelyn Partners logo

Changes for Evelyn as NatWest completes £2.7bn takeover

Details
01 July 2026
  • Paul Geddes
  • mergers
  • Evelyn Partners
  • NatWest Group
  • Chris Kenny
  • Emma Crystal

NatWest Group has this week completed its £2.7bn acquisition of London-based wealth manager and Financial Planner Evelyn Partners.

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Mark Incledon, CEO of Bowmore Wealth Group

Bowmore boosts AUA by £135m with 2 acquisitions

Details
05 June 2026
  • Bowmore Wealth
  • mergers
  • DWA Protector Limited
  • Rogate Capital Limited

Chartered Financial Planner and wealth manager Bowmore Wealth has increased its Assets Under Advice (AUA) by £135m with the acquisition of two London financial advisers, DWA Protector Limited and Rogate Capital Limited.

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MKC Wealth website

MKC Wealth adds £275m in AUM with 6 acquisitions

Details
03 June 2026
  • Cabot Square Capital
  • mergers
  • MKC Wealth

Wealth manager and Financial Planner MKC Wealth has announced six acquisitions in 2026 so far, adding £275m in Assets Under Management and Advice.

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L-R: Steve McNicol and Steven Cooper of Fairstone

Fairstone plans 20+ acquisitions in 2026

Details
27 May 2026
  • Fairstone
  • mergers
  • Steven Cooper

Wealth manager and Chartered Financial Planner Fairstone is planning more than 20 acquisitions of financial advice firms this year and has already completed 8 deals in Q1 alone.

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Schroders CEO Richard Oldfield

Schroders' shareholders back £9.9bn takeover of firm

Details
17 April 2026
  • Schroders
  • takeover
  • mergers
  • Nuveen

More than 99% of Schroders shareholders have voted this week in favour of a £9.9bn takeover of the company by US investment house Nuveen.

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