Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
Read more ...
Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
Read more ...Fast growing Chartered Financial Planning firm Progeny has appointed a new UK managing director as it plots international growth.
Read more ...Nexus Independent Financial Advisors Limited and Nexus Investment Managers Limited have been sold for a total of £500,000 following restrictions placed on the firm’s activities by the FCA.
Read more ...Fast growing wealth manager and Financial Planner Perspective Group has acquired three financial advice firms, adding a total of £515m in Assets Under Management.
Read more ...
Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.
Read more ...Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.
Read more ...Expanding wealth manager and Financial Planner Craven Street Wealth has acquired London-based Chartered Bernard Barrett Associates.
Read more ...NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.
Read more ...Pensions and employee benefits firm Broadstone is to acquire York-based consulting actuaries H&C.
Read more ...Wealth manager and Financial Planner Evelyn Partners has acquired Leathers LLP, a firm of Chartered Accountants and tax specialists with offices in Newcastle and Harrogate.
Read more ...