Acquisitive Swedish wealth manager Söderberg & Partners has bought Financial Planning solutions provider Benchmark Capital from Schroders for an undisclosed sum.
Bath-based Financial Planner and wealth manager Fidelius has launched a joint venture wealth firm with London law firm Lawrence Stephens.
London wealth manager Vintage has acquired Buckinghamshire-based Financial Management Independent Financial Advice (FMIFA) for an undisclosed amount.
Acquisitive Swedish wealth manager Söderberg & Partners has taken substantial stakes in three more Financial Planning firms, pushing up its acquisitions so far this year to four.
Swedish wealth manager Söderberg & Partners has made what it calls a “significant investment” in Artorius Wealth Limited, but has not revealed the size of the investment.
Intelliflo has entered a partnership with Swedish-owned Söderberg & Partners to add its adviser tools to the Intelliflo platform.
Swedish wealth manager Söderberg & Partners has taken stakes in four more Financial Planning firms, it announced today.
Swedish-owned Söderberg & Partners has taken a 30% stake in Financial Planning firm Murphy Wealth, its first Scottish investment.
Bath-based Chartered Financial Planner Fidelius has rebranded while revealing ambitious expansion plans.
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three Financial Planning firms as it continues its strategy of taking stakes in UK advisers.
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three IFA firms as it continues its strategy of taking stakes in UK advisers.
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in four IFA firms as it continues it strategy of taking stakes in UK adviser firms.
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