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Perspective CEO Ian Wilkinson

Perspective notches up 75th adviser acquisition

Details
23 October 2023
  • Perspective
  • acquisition
  • Ian Wilkinson
  • mergers
  • Accord Financial Management Ltd
  • RPG Financial Ltd

Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.

Read more …

Merlin Wealth Planning - one of the three firms being acquired

Acquisitive new group MRW acquires 3 adviser firms

Details
17 October 2023
  • mergers
  • MRW Group
  • OakNorth
  • Merlin Wealth Planning
  • Emet Financial Services
  • Mayfayre Financial Services

Newly-launched adviser firm MRW Group has acquired three financial advisory firms with the help of funding from OakNorth, a bank for entrepreneurs.

Read more …

Titan CEO Andrew Fearon

Titan Wealth buys £630m AUM North East IFA Prism

Details
11 October 2023
  • mergers
  • Titan Wealth
  • Andrew Fearon
  • Titan
  • Prism Financial Advice
  • James Kaberry

Growing wealth manager Titan Wealth has acquired North East IFA Prism Financial Advice, adding £630m in AUM to its books.

Read more …

DSW Wealth Planning LLP

Wealth manager parent buys HNW client tax adviser

Details
29 September 2023
  • Lancashire
  • mergers
  • Dow Schofield Watts
  • Andy Sharp

Financial advisory firm Dow Schofield Watts, which has a wealth planning division run by a Chartered Financial Planner, has expanded with the acquisition of a Lancashire-based HNW client tax specialist STS Europe.

Read more …

Ludlow CEO Ian Hemingway

Mattioli arm buys £53m AUM Opus Wealth

Details
18 September 2023
  • Mattioli Woods
  • Ludlow Wealth Management Group
  • mergers
  • Opus Wealth

Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.

Read more …

Söderberg & Partners UK website

Swedish wealth manager buys stakes in 3 adviser firms

Details
13 September 2023
  • mergers
  • Söderberg & Partners
  • Sweden
  • Timothy James & Partners Group
  • Dartington Wealth Management
  • Atherton York

Major Swedish wealth manager Söderberg & Partners has acquired a majority stake in a London IFA firm and taken minority stakes in two other UK advisers as part of its expansion drive in the UK.

Read more …

Perspective CEO Ian Wilkinson

Perspective snaps up 3 adviser firms - adding £250m AUM

Details
04 September 2023
  • Perspective Financial Group
  • Ian Wilkinson
  • mergers
  • Prosperity (GB) Ltd
  • AYP Financial Planning Ltd

Fast-growing wealth manager and Financial Planner Perspective has made three new acquisitions, adding £250m in AUM and boosting its total number of adviser firm takeovers so far this year to 15.

Read more …

L-R: Chris Kenny of Evelyn Partners and Richard Whitehead of Dart Capital

Evelyn acquires £750m AUM wealth manager Dart

Details
01 September 2023
  • regulation
  • City of London
  • mergers
  • Evelyn Partners
  • Dart Capital

Wealth manager and Financial Planner Evelyn Partners has completed its takeover of City of London-based Dart Capital, a boutique wealth manager with £750m in assets under management and 19 staff.

Read more …

Liontrust CEO John Ions

Liontrust offer for GAM is rejected

Details
24 August 2023
  • Liontrust
  • GAM
  • mergers

GAM shareholders have rejected an offer for the company from Liontrust Asset Management.

Read more …

Loyal North website

Loyal North buys South East Chartered Planner’s firm

Details
23 August 2023
  • acquisition
  • mergers
  • Loyal North
  • Paul Wallis Financial Solutions

Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.

Read more …

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