Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.

Read more ...

Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.

Read more ...

Investment management and SIPP provider Redmayne Bentley has reported a 27% increase in profits for its latest financial year thanks to a strong final quarter.

Read more ...

Wealth manager and Financial Planner Kingswood is to raise a further £20m to fund its acquisition war-chest.

Read more ...

Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.

Read more ...

Chris Ralph, former chief investment officer at wealth manager St James’s Place, is to step down at the end of this year after 11 years with the company.

Read more ...

Transact is to cut some of its charges in April with annual commission charges and buy commission charges both reduced.

Read more ...

Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.

Read more ...

Global private equity firm Bain Capital, the owner of esure and other financial businesses, is to acquire the savings, retirement and protection business of mutual insurer LV= for £530m.

Read more ...

Private equity firm AnaCap Financial Partners has acquired the £8bn Novia adviser platform, its third platform acquisition in 12 months.

Read more ...