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Peter Hargreaves

Hargreaves Lansdown co-founder sells £300m stake

Details
17 February 2021
  • Hargreaves Lansdown
  • Shares
  • HL
  • Peter Hargreaves
  • mergers

Peter Hargreaves, one of the co-founders of fund platform Hargreaves Lansdown, has sold off a £300m stake in the firm he launched with business partner Stephen Lansdown in 1981.

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New look Jupiter website

Jupiter renames acquired Merian funds 

Details
17 February 2021
  • Jupiter
  • Funds
  • investment
  • Merian
  • mergers

Fund manager Jupiter has renamed most of the Merian funds it has acquired to bring them in line with Jupiter’s fund range.

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Progeny CEO Neil Moles

Financial Planner Progeny buys law firm    

Details
15 February 2021
  • property
  • Leeds
  • Progeny
  • mergers
  • Watsons Law

Expanding Financial Planning firm Progeny has acquired Leeds-based legal firm Watsons Law for an undisclosed sum. 

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Standard Life website

Standard Life brand could be sold - reports

Details
12 February 2021
  • Standard Life
  • Phoenix
  • SLA
  • Stephen Bird
  • mergers

Standard Life Aberdeen may be ready to sell off its 175-year-old Standard Life brand to acquisitive life insurance group Phoenix Group.

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Nucleus CEO David Ferguson

James Hay set to buy Nucleus for £145m

Details
09 February 2021
  • James Hay
  • Nucleus
  • Epiris
  • mergers

 

Private equity-owned platform James Hay is to buy rival Nucleus Financial for £145m in an all-cash deal announced today.

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Hodge Equity Release

Hodge sells equity release arm to US firm 

Details
05 February 2021
  • equity release
  • mergers
  • Hodge Group
  • Hodge Life Assurance Company
  • Reinsurance Group of America, Incorporated

Long-standing equity release provider Hodge is to exit the equity release and annuity markets by selling Hodge Life Assurance Company to a US firm.

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Ian Mattioli of Mattioli Woods

Mattioli buys London Planner for £2.34m 

Details
03 February 2021
  • Mattioli Woods
  • Ian Mattioli
  • mergers
  • Montagu
  • Twickenham

Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m. 

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Frenkel Topping website

Frenkel Topping acquires 2 law firms

Details
02 February 2021
  • Frenkel Topping
  • mergers
  • clinical injury
  • damages

Financial adviser Frenkel Topping has acquired two specialist clinical injury law firms for a total of £9m only a few months after revealing it was shifting its strategy away from acquiring adviser firms.

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Refinitiv website

LSE completes £20bn acquisition of Refinitiv

Details
29 January 2021
  • LSE
  • takeover
  • mergers
  • Refinitiv

The London Stock Exchange Group has completed its £20bn acquisition of global data provider Refinitiv in an all-share deal.

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Rob Lewis of Celtic Financial Planning

North Wales Planner buys firm’s IFA arm

Details
27 January 2021
  • Wales
  • North Wales
  • Celtic Financial Planning
  • mergers
  • Halton Insurance Services
  • Mold
  • Rob Lewis

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

Read more …

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