Lync Wealth Management, part of 7IM, has acquired two Belfast-based Financial Planning firms to expand its presence in the region.
Platform and wealth manager 7IM has acquired £750m AUM Chichester-based Financial Planning firm CPN Group.
Investment manager 7IM has merged its private client business with Amicus Wealth to create Amicus Wealth Management.
Aberdeen-based Financial Planning firm Johnston Carmichael Wealth has rebranded to Partners Wealth Management, just under a year after being acquired by the 7IM group business for an undisclosed amount.
Partners Wealth Management (PWM), the financial advice firm owned by Seven Investment Management, has rebranded following a series of acquisitions.
Chartered Financial Planning firm Unividual has been acquired by 7IM subsidiary Lync Wealth Management for an undisclosed sum.
City of London-based Partners Wealth Management, part of the 7IM group, has acquired Surrey Financial Planning firm Navigate Capital Management for an undisclosed amount.
Investment manager 7IM has appointed Nick Allen as chief integration officer to onboard future acquisitions as it continues to look towards inorganic growth.
National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.
Platform and investment manager 7IM has added new tools and functionality to its platform following feedback from advisers and clients.
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