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Perspective snaps up 3 more adviser firms

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.

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Clifton AM acquires South Wales financial adviser 

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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European PE firm buys Ascot Lloyd from US owner

European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.

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Brooks Macdonald buys Manchester Planner

Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.

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