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STM website

STM adds £5m to takeover war chest

Details
06 November 2020
  • Sipps
  • acquistions
  • STM
  • Options
  • mergers

STM Group, the financial services and SIPP provider, has added £5m to its takeover war chest to fund further acquisitions.

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FNZ offices

Competition regulator tells FNZ to sell GBST

Details
05 November 2020
  • Platforms
  • FNZ
  • CMA
  • competition
  • GBST
  • mergers

The Competition and Markets Authority has ordered platform engine provider FNZ to sell rival and takeover target GBST over fears that millions of UK pension savers and investors could face worse service and higher prices.

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Wealthtime

Wealthtime plans to grow after private equity takeover 

Details
04 November 2020
  • private equity
  • Wealthtime
  • AnaCap
  • Jan Regnart
  • mergers

Up and coming adviser platform Wealthtime says it will consider its own acquisitions following the completion of its takeover by European private equity firm AnaCap Financial Partners.

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Will Self

Curtis Banks completes Talbot and Muir takeover

Details
02 November 2020
  • Curtis Banks
  • Talbot and Muir
  • Will Self
  • acquistion
  • Dunstan Thomas
  • mergers

SIPP provider Curtis Banks has received the go ahead from the FCA to complete its acquisition of rival Talbot and Muir.

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1825 CEO Julie Scott

Some staff leave 1825 in senior exec shake up

Details
29 October 2020
  • 1825
  • Standard Life Aberdeen
  • Julie Scott
  • mergers

Standard Life Aberdeen’s Financial Planning business 1825 has shed a "small number" of staff in a senior exec shake up.

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Kim Bendall

Bendall launches new outsourced Paraplanning firm

Details
28 October 2020
  • Paraplanners
  • Paraplanning
  • Kim Bendall
  • mergers
  • Go Paraplanning
  • Ralph Sanders

Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.

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Fidelity Personal Investing website

Fidelity buys LGIM’s £5.8bn personal investing arm

Details
23 October 2020
  • Fidelity
  • Fidelity Personal Investing
  • Michelle Scrimgeour
  • Stuart Welch
  • mergers
  • LFIM

Fidelity has acquired Legal & General Investment Management’s UK Personal Investing business which manages £5.8bn in assets for 300,000 clients.

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Mazars new logo

Mazars rebrands global business

Details
23 October 2020
  • Mazars
  • rebrand
  • Chartered Financial Planners
  • Certified Financial Planners
  • mergers

Financial services company Mazars, which has a substantial UK Financial Planning arm, has launched a global rebrand.

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Mattioli Woods website

Mattioli says market is steadying as it plans to grow

Details
19 October 2020
  • Mattioli Woods
  • Joanne Lake
  • AGM
  • mergers

Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.

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Expect more adviser acquisitions soon says IWP

Details
16 October 2020
  • acquisition
  • IWP
  • mergers

The Financial Planning community can expect to see more acquisitions soon from Independent Wealth Planners, chief executive David Inglesfield has told Financial Planning Today magazine's latest issue.

Read more …

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