Active asset manager Liontrust has agreed to acquire Hawksmoor Investment Management for an initial cash consideration of £6m, plus two contingent payments of up to £2m each.
Fast growing national Financial Planning firm Shackleton has struck a deal to acquire Aberdein Considine Wealth (known better as AC Wealth), one of the largest wealth management firms in Scotland.
Expanding Financial Planning firm Shackleton has completed its large-scale acquisition of Financial Planning group Argentis, formerly known as Hurst Point Group.
Financial Planning and wealth management group Shackleton has acquired Surrey-based firm Arundel Wealth Management, a specialist Financial Planning firm for sports professionals.
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.
Sovereign Capital Partners, the former private equity owner of South Coast-based Financial Planner Shackleton, has acquired a majority stake in North West Financial Planner Equilibrium.
National IFA Continuum, owned by M&G, has recruited two Financial Planners and an IFA from West Country-based Fleming Financial, which was acquired by fast-growing Financial Planning firm Shackleton in December.
Expanding Financial Planner Shackleton has acquired South West-based Financial Planning and wealth management group Chetwood, adding £900m in AUM to its assets.
Fast-growing Financial Planning firm Shackleton, formerly the Skerritts Group, has been taken over by New York-based private equity firm Lee Equity Partners, which has taken a majority investment in the firm.
Financial Planning firm Shackleton, formerly the Skerritts Group, has launched a personal injury and Court of Protection division following its acquisition from the Irwin Mitchell Group of £1.4bn AUM IM Asset Management.
Financial Planning firm Shackleton, formerly the Skerritts Group, has acquired Richmond-based PK Financial Planning.
Financial Planning firm Shackleton, formerly the Skerritts Group, has added VouchedFor’s client survey system Elevation across the firm.
Fast-growing Chartered Financial Adviser and wealth manager Shackleton, formerly Skerritts, has acquired Norfolk-based firm Harrold Financial Planning Ltd for an undisclosed sum.
Chartered financial adviser Shackleton, formerly Skerritts, is to cut platform fees for existing and new clients on the Shackleton Hub by up to 35%.
Fast-growing Chartered Financial Adviser and wealth manager Skerritts has changed its name to Shackleton and acquired four financial advice businesses.
