Investment provider TEAM is to acquire Jersey wealth manager Concentric in a deal worth up to £2.5m.
Read more ...Kingswood buys Lincolnshire IFA for £421,000
- Thursday, 12 May 2022
- Articles

Fast growing Financial Planning and wealth management firm Kingswood is to acquire Lincolnshire IFA Vincent & Co for up to £421,000.
Read more ...Mattioli wealth arm acquires £80m Financial Planner
- Thursday, 12 May 2022
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Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.
Read more ...National accountant acquires veteran IFA firm
- Monday, 11 April 2022
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National accountancy firm MHA Macintyre Hudson, part of Baker Tilly International, has acquired Northampton IFA Cave & Sons as it seeks to build its wealth management division.
Read more ...Liontrust finalises £120m takeover of rival Majedie
- Friday, 01 April 2022
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Liontrust Asset Management has completed its £120m acquisition of smaller rival Majedie Asset Management.
Read more ...Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn
- Thursday, 31 March 2022
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Royal Bank of Canada (RBC) has launched a recommended bid to acquire major UK wealth manager and Financial Planner Brewin Dolphin for £1.6bn.
Read more ...North West Planner makes first acquisition
- Wednesday, 30 March 2022
- Articles

North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum.
Read more ...Kreston Reeves acquires Kent Financial Planning firm
- Thursday, 24 March 2022
- Articles

Kreston Reeves Financial Planning, part of the Craven Street Wealth group, has acquired Canterbury Financial Planner Tarvos Wealth, boosting its total assets under advice to £1.15bn.
Read more ...Perspective snaps up 4 adviser firms
- Thursday, 17 March 2022
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Perspective Financial, the rapidly expanding Financial Planning and wealth management group, has acquired four adviser firms to notch up a milestone of 50 takeovers so far.
Read more ...Fairstone boosts M&A team with new hires
- Monday, 14 March 2022
- Articles

Chartered Financial Planner Fairstone, one of the UK’s most acquisitive wealth managers, has hired Steve McNicol from the legal sector as its new chief development officer.
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