Glasgow Financial Planner PPM to join Evelyn Partners
- Thursday, 22 June 2023
- Articles
Evelyn Partners has signed a deal for the staff and clients of Glasgow-based wealth manager and Financial Planner PPM Wealth to join Evelyn.
Read more...Recruiter launches M&A service for adviser firms
- Friday, 16 June 2023
- Articles
Recruitment firm BWD has launched a mergers and acquisitions service - BWD M&A - aimed at finance advice businesses.
Read more...Wealth manager M&A soars to £137bn in 2022
- Friday, 28 April 2023
- Articles
Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).
Read more...Chartered Planner acquires Kent IFA firm
- Friday, 21 April 2023
- Articles
Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired the business of retiring IFA Gary Cook, principal of Gary Cook Financial Services of Maidstone, Kent.
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