Mattioli snaps up Edinburgh wealth manager for £1.6m  

Mattioli Woods, the wealth manager and SIPP provider, is on the acquisition trail again this week with a £1.6m deal to buy Edinburgh wealth manager and Financial Planner Caledonia Asset Management.

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CMA remains opposed to FNZ-GBST merger

The Competition and Markets Authority has provisionally found that platform engine FNZ’s £150m purchase of rival GBST would raise “significant competition concerns” following a review of the deal.

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Waverton buys 2 office Scottish Financial Planner 

London-based Waverton Investment Management Group has expanded its Financial Planning interests with the acquisition today of Scottish wealth manager and Financial Planner Cornerstone Asset Management.

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Fidelius and deVere launch joint UK planning venture

 

International wealth manager deVere Group has set up a “strategic partnership” with UK Financial Planner Fidelius Group to serve expats returning to the UK.

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