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.
Read more ...Mattioli Woods reports 73% jump in revenue
- Tuesday, 13 September 2022
- Articles

SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.
Read more ...New wealth manager Solomon buys 34-adviser firm
- Monday, 05 September 2022
- Articles

Newly-launched wealth manager Solomon Capital Holdings has made its second major acquisition in three months with a deal to buy 34-adviser national Financial Planning firm Gale and Phillipson.
Read more ...Kingswood hires 2 advisers in recruitment push
- Wednesday, 17 August 2022
- Articles

Fast growing Financial Planning group Kingswood has hired two experienced advisers for its London and Kent offices.
Read more ...David Lawrence: I am laser-focused on building Kingswood
- Wednesday, 10 August 2022
- Articles

Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.
Read more ...Expansion plans for IFA My Pension Expert
- Wednesday, 03 August 2022
- Articles

At-retirement IFA My Pension Expert (MPE) has received FCA approval to accept a “significant investment” from Palatine Private Equity to fund its expansion plans.
Read more ...M&G Wealth to acquire national IFA Continuum
- Wednesday, 03 August 2022
- Articles

Fund manager and wealth manager M&G is to acquire the national IFA firm Continuum (Financial Services) for an undisclosed sum.
Read more ...Kingswood makes 6th acquisition of 2022
- Monday, 01 August 2022
- Articles

Financial Planning-focused wealth manager Kingswood has acquired Hants IFA Smith Pearman and Associates, its 6th acquisition of the year so far.
Read more ...Investec to acquire Edinburgh wealth adviser
- Friday, 29 July 2022
- Articles

Investec Wealth & Investment is to acquire Edinburgh wealth manager and Financial Planner Murray Asset Management for an undisclosed sum.
Read more ...MKC Wealth snaps up Cheshire IFA Genius
- Friday, 29 July 2022
- Articles

Private-equity backed wealth manager MKC Wealth has acquired Genius Wealth Management of Cheshire for an undisclosed sum.
Read more ...