South African firm buys £150m UK Chartered Planner

One of South Africa’s biggest independent financial advisers AlphaWealth has entered the UK Financial Planning market by acquiring a majority stake in UK Chartered Financial Planner Holborn Financial and plans to acquire more firms.

Read more...

Novia founder joins Multrees after platform's sale

Industry platform veteran Bill Vasilieff, the founder and former chief executive of platform Novia Financial, has joined investment consultancy and fintech firm Multrees as a non-executive director.

Read more...

IWP snaps up Hants Financial Planner

Rapidly growing Financial Planning group Independent Wealth Planners (IWP) has acquired Hampshire Financial Planner Encompass Financial Management which has £167m under management.

Read more...

Mattioli Woods pushes back Ludlow takeover

Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.

Read more...