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Advanta Wealth website

Advanta on target for 7 acquisitions this year 

Details
20 October 2022
  • mergers
  • Advanta
  • Genesis Financial Planning
  • Beech Tree Private Equity
  • Craig Webster

 

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 CEO Matthew Bugden

One Four Nine hits £1bn in assets with sixth takeover  

Details
12 October 2022
  • East Midlands
  • mergers
  • One Four Nine
  • HFL Financial Advisers

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 …

Ian Wilkinson of Perspective

Perspective snaps up 3 more adviser firms

Details
10 October 2022
  • Perspective
  • Ian Wilkinson
  • mergers
  • Esk Valley Financial Services

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's Anthony Carty

Clifton AM acquires South Wales financial adviser 

Details
10 October 2022
  • Clifton Asset Management
  • mergers
  • Clifton
  • Mark Phillips Ltd

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 …

Ascot Lloyd CEO Nigel Stockton

European PE firm buys Ascot Lloyd from US owner

Details
03 October 2022
  • Ascot Lloyd
  • Nigel Stockton
  • mergers
  • Nordic Capital

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's Andrew Shepherd

Brooks Macdonald buys Manchester Planner

Details
30 September 2022
  • Brooks Macdonald
  • acquisition
  • mergers
  • Adroit Financial Planning

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 …

Robin Beer, RBC Brewin Dolphin CEO, talking today about the future. Source: RBC Brewin Dolphin video

RBC completes £1.6bn takeover of Brewin Dolphin

Details
27 September 2022
  • Brewin Dolphin
  • Royal Bank of Canada
  • Robin Beer
  • RBC
  • mergers

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 …

Ian Mattioli, CEO of Mattioli Woods

Mattioli Woods reports 73% jump in revenue

Details
13 September 2022
  • Mattioli Woods
  • Ian Mattioli
  • results
  • mergers

SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.

Read more …

Solomon's Simon Goldthorpe

New wealth manager Solomon buys 34-adviser firm 

Details
05 September 2022
  • Gale and Phillipson
  • mergers
  • Solomon
  • Solomon Capital Holdings

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 website

Kingswood hires 2 advisers in recruitment push

Details
17 August 2022
  • Kingswood
  • mergers
  • Max Sullivan
  • Jade Rose

Fast growing Financial Planning group Kingswood has hired two experienced advisers for its London and Kent offices.

Read more …

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