Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.
Fintech and adviser support firm Fintel has completed the acquisition of support services firm Threesixty from Abrdn for £14.6m, the firm announced today.
Financial Planner Tavistock has today confirmed that it is considering “a number of potential transactions” including a bid from Financial Planner Saltus for part of its business.
Pensions group STM’s pre-tax profits fell 72% in 2023 as the takeover by Pension SuperFund Capital continues to rumble on.
NatWest Group plc has signed a deal today to acquire Sainsbury’s Bank’s retail banking assets and liabilities and its 1m customer accounts for £2.5bn.
Canaccord Genuity Group, the Canadian-owned wealth manager expanding in the UK, is to acquire £900m AUM London and Cambridge Chartered Financial Planner Cantab Asset Management.
Investment platform Hargreaves Lansdown (HL) has rejected a £5bn takeover bid from a private equity consortium.
MKC Wealth, the expanding wealth manager, has acquired Dartford-based Gibson Lamb and Mulberry Financial of Macclesfield for undisclosed sums.
Cheshire-headquartered Financial Planner Foresight Wealth Group has acquired £120m AUM local advice firm Cassons Financial Planning.
Expanding wealth manager and Financial Planer Titan Wealth has completed the acquisition of HNW-client focused London-based investment adviser Wigmore Associates Wealth Management for an undisclosed sum.
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