SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner Doherty Pension & Investment Consultancy for £15.048m.
Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.
Rathbones and Investec’s Wealth & Investment UK division are to merge to create a discretionary wealth manager with £100bn in Funds Under Management.
Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.
Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
Fast growing Chartered Financial Planning firm Progeny has appointed a new UK managing director as it plots international growth.
Nexus Independent Financial Advisors Limited and Nexus Investment Managers Limited have been sold for a total of £500,000 following restrictions placed on the firm’s activities by the FCA.
Fast growing wealth manager and Financial Planner Perspective Group has acquired three financial advice firms, adding a total of £515m in Assets Under Management.
Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.
Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.
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