Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.
Read more ...Rathbones and Investec's Wealth arm to merge
- Tuesday, 04 April 2023
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Rathbones and Investec’s Wealth & Investment UK division are to merge to create a discretionary wealth manager with £100bn in Funds Under Management.
Read more ...Evelyn acquires 40-staff Cambridge firm
- Monday, 03 April 2023
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Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.
Read more ...Clifton AM acquires Midlands Chartered Planner firm
- Monday, 03 April 2023
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Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
Read more ...Progeny hires new UK MD in shake up
- Thursday, 30 March 2023
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Fast growing Chartered Financial Planning firm Progeny has appointed a new UK managing director as it plots international growth.
Read more ...Nexus sold for £500,000 after FCA restricts firm
- Wednesday, 29 March 2023
- Articles

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 ...Perspective acquires 3 adviser firms
- Monday, 20 March 2023
- Articles

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 ...UBS to acquire troubled Credit Suisse
- Monday, 20 March 2023
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Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.
Read more ...Progeny to buy 3-office Chartered Planner
- Friday, 03 March 2023
- Articles

Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.
Read more ...Craven Street buys London Chartered Planner
- Thursday, 02 March 2023
- Articles

Expanding wealth manager and Financial Planner Craven Street Wealth has acquired London-based Chartered Bernard Barrett Associates.
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