US-based private equity firm Further Global Capital Management is to acquire a majority stake in expanding Financial Planner Progeny for an undisclosed sum, a move which may accelerate Progeny's expansion.
Read more ...Fairstone acquires Chartered Planner Chadney Bulgin
- Thursday, 07 October 2021
- Articles

Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.
Read more ...Tilney Smith & Williamson targets retiring advisers
- Wednesday, 06 October 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson is targeting retiring financial advisers who want to transfer their client books to Tilney.
Read more ...Davy returns as Fintel chairman as Hughes exits
- Wednesday, 29 September 2021
- Articles

Fintel’s new chairman Gary Hughes has stepped down for personal reasons after only six months in the role, with former chairman and founder Ken Davy returning as interim chairman.
Read more ...Kingswood lines up 12 takeovers despite losses
- Friday, 24 September 2021
- Articles

Wealth manager and Financial Planner Kingswood made a pre-tax loss of £3.7m in the first half of the year due mainly to the £4.1m cost of acquisitions in the period, the firm reported today.
Read more ...Ascot Lloyd owner acquires Sanlam Wealth for £140m
- Monday, 20 September 2021
- Articles

Private equity firm Oaktree has acquired Sanlam Wealth UK from its South African parent company for £140m.
Read more ...SIPP consolidator buys SSAS firm
- Friday, 17 September 2021
- Articles

London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.
Read more ...Consolidator buys Sanlam Life & Pensions for £39m
- Monday, 13 September 2021
- Articles

Life and pensions consolidator Chesnara is to acquire Sanlam UK's Life & Pensions arm (SLP) for £39m.
Read more ...M&G Wealth creates new MD role to boost expansion
- Monday, 13 September 2021
- Articles

Fund and wealth manager M&G has promoted Clare Bousfield to be its first managing director, retail & savings, to lead the expansion of its new M&G Wealth arm.
Read more ...Cinven swoops on True Potential
- Wednesday, 08 September 2021
- Articles

Private equity firm Cinven is to acquire one of the UK’s largest financial advisory firms, wealth manager True Potential.
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