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 ...US wealth adviser buys Cheshire Financial Planner
- Wednesday, 06 January 2021
- Articles

Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.
Read more ...Redmayne Bentley annual profits up 27%
- Thursday, 31 December 2020
- Articles

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 ...Kingswood to raise £20m for 2021 growth plans
- Thursday, 31 December 2020
- Articles

Wealth manager and Financial Planner Kingswood is to raise a further £20m to fund its acquisition war-chest.
Read more ...WH Ireland completes £7.8m Chartered Planner takeover
- Wednesday, 23 December 2020
- Articles

Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.
Read more ...SJP’s chief global strategist to step down
- Monday, 21 December 2020
- Articles

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 to cut charges in April as profits rise
- Thursday, 17 December 2020
- Articles

Transact is to cut some of its charges in April with annual commission charges and buy commission charges both reduced.
Read more ...Fairstone acquires South Wales Financial Planner
- Wednesday, 16 December 2020
- Articles

Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.
Read more ...esure owner unveils deal to buy LV= for £530m
- Tuesday, 15 December 2020
- Articles

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 snaps up £8bn Novia platform
- Tuesday, 15 December 2020
- Articles

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