Lync Wealth Management, part of 7IM, has acquired West Midlands-based Financial Planner TKV Financial Management.
The Schroder Asian Total Return Investment Company (ATR) has agreed to merge with fellow investment trust Pacific Assets Trust.
Financial Planning and wealth management group Shackleton has signed a deal to acquire the Hurst Point Group and jointly create a Financial Planning and investment company with £17.5bn in assets under advice and management.
Standard Life has acquired financial provider Aegon UK for £2bn in a deal that will create one of the country’s largest retirement savings and income businesses with 16m customers.
The FCA has approved the takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc.
Platform and wealth manager 7IM has acquired £750m AUM Chichester-based Financial Planning firm CPN Group.
The Aberdeen Equity Income Trust and Shires Income PLC are to combine to create an investment trust with net assets of over £300m.
Shareholders of troubled wealth manager WH Ireland will vote on Thursday on the recommended acquisition by rival wealth manager Team.
Shareholders of wealth manager Team will vote at its upcoming EGM on 29 December on its planned merger with troubled rival wealth manager WH Ireland.
Ian Mattioli, founder of wealth manager and SIPP provider Mattioli Woods, is to step down as CEO to take up a new role as Founding President.
Troubled wealth manager WH Ireland has entered talks for an all-share merger with fellow wealth manager Team.
Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.
South East accountants and Financial Planning firm Carpenter Box is to merge with East Sussex-based accountancy firm Clarke Brownscombe.
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