Wealth manager parent buys HNW client tax adviser
- Friday, 29 September 2023
- Articles
Financial advisory firm Dow Schofield Watts, which has a wealth planning division run by a Chartered Financial Planner, has expanded with the acquisition of a Lancashire-based HNW client tax specialist STS Europe.
Read more...Mattioli arm buys £53m AUM Opus Wealth
- Monday, 18 September 2023
- Articles
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Read more...Swedish wealth manager buys stakes in 3 adviser firms
- Wednesday, 13 September 2023
- Articles
Major Swedish wealth manager Söderberg & Partners has acquired a majority stake in a London IFA firm and taken minority stakes in two other UK advisers as part of its expansion drive in the UK.
Read more...Perspective snaps up 3 adviser firms - adding £250m AUM
- Monday, 04 September 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has made three new acquisitions, adding £250m in AUM and boosting its total number of adviser firm takeovers so far this year to 15.
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