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.
Read more...European PE firm buys Ascot Lloyd from US owner
- Monday, 03 October 2022
- Articles
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.
Read more...Brooks Macdonald buys Manchester Planner
- Friday, 30 September 2022
- Articles
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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