SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
Read more ...Kingswood buys Lincs Chartered Planner for £3.5m
- Thursday, 03 November 2022
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Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m.
Read more ...Southeast Financial Planner makes first acquisition
- Thursday, 27 October 2022
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Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.
Read more ...Advanta on target for 7 acquisitions this year
- Thursday, 20 October 2022
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Growing wealth manager Advanta is to acquire £150m AUM Genesis Financial Planning, its first acquisition in London and one of seven acquisitions planned this year.
Read more ...One Four Nine hits £1bn in assets with sixth takeover
- Wednesday, 12 October 2022
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Rapidly expanding adviser and fund manager One Four Nine Group has acquired Nottingham-based firm HFL Financial Advisers, boosting its clients assets to over £1bn only a year after launch.
Read more ...Perspective snaps up 3 more adviser firms
- Monday, 10 October 2022
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Acquisitive Financial Planning group Perspective has acquired three more adviser firms, adding 290 households as clients and £70m assets under management (AUM) to the group.
Read more ...Clifton AM acquires South Wales financial adviser
- Monday, 10 October 2022
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Bristol-based Clifton Asset Management has acquired Caerphilly-based financial advisers Mark Philips Ltd, boosting Clifton's assets under management (AUM) to over £1bn.
Read more ...European PE firm buys Ascot Lloyd from US owner
- Monday, 03 October 2022
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European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.
Read more ...Brooks Macdonald buys Manchester Planner
- Friday, 30 September 2022
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Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.
Read more ...RBC completes £1.6bn takeover of Brewin Dolphin
- Tuesday, 27 September 2022
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Royal Bank of Canada today completed its £1.6bn takeover of wealth manager and Financial Planner Brewin Dolphin with the company now renamed RBC Brewin Dolphin.
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