Newly-launched adviser firm MRW Group has acquired three financial advisory firms with the help of funding from OakNorth, a bank for entrepreneurs.
Read more ...Titan Wealth buys £630m AUM North East IFA Prism
- Wednesday, 11 October 2023
- Articles

Growing wealth manager Titan Wealth has acquired North East IFA Prism Financial Advice, adding £630m in AUM to its books.
Read more ...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.
Read more ...Evelyn acquires £750m AUM wealth manager Dart
- Friday, 01 September 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has completed its takeover of City of London-based Dart Capital, a boutique wealth manager with £750m in assets under management and 19 staff.
Read more ...Liontrust offer for GAM is rejected
- Thursday, 24 August 2023
- Articles

GAM shareholders have rejected an offer for the company from Liontrust Asset Management.
Read more ...Loyal North buys South East Chartered Planner’s firm
- Wednesday, 23 August 2023
- Articles

Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.
Read more ...Liverpool’s Millen Capital team to join Evelyn
- Tuesday, 01 August 2023
- Articles

The team behind North West wealth manager Millen Capital are to join Financial Planner and wealth manager Evelyn Partners.
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