Advanta on target for 7 acquisitions this year
- Thursday, 20 October 2022
- Articles
Growing wealth manager Advanta is to acquire £150m AUM Genesis Financial Planning, its first acquisition in London and one of seven acquisitions planned this year.
Read more...One Four Nine hits £1bn in assets with sixth takeover
- Wednesday, 12 October 2022
- Articles
Rapidly expanding adviser and fund manager One Four Nine Group has acquired Nottingham-based firm HFL Financial Advisers, boosting its clients assets to over £1bn only a year after launch.
Read more...Perspective snaps up 3 more adviser firms
- Monday, 10 October 2022
- Articles
Acquisitive Financial Planning group Perspective has acquired three more adviser firms, adding 290 households as clients and £70m assets under management (AUM) to the group.
Read more...Clifton AM acquires South Wales financial adviser
- Monday, 10 October 2022
- Articles
Bristol-based Clifton Asset Management has acquired Caerphilly-based financial advisers Mark Philips Ltd, boosting Clifton's assets under management (AUM) to over £1bn.
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