Perspective notches up 9 acquisitions so far this year
- Tuesday, 06 August 2024
- Articles
Fast-growing national Financial Planning firm Perspective Financial Group has notched up nine acquisitions so far this year, including the acquisition of four client books from its self-employed advisers.
Read more...Titan Wealth may launch takeover for IWP
- Monday, 29 April 2024
- Articles
Fast-expanding wealth manager and Financial Planner Titan Wealth is reported to be putting together a deal to take over rival private Financial Planning firm Independent Wealth Planners (IWP), which has £6bn AUM.
Read more...Titan Wealth snaps up Square Mile
- Tuesday, 27 June 2023
- Articles
Wealth manager Titan Wealth has acquired investment research and consultancy firm Square Mile for an undisclosed sum, subject to regulatory approval.
Read more...Curtis Banks buys Talbot and Muir and Dunstan Thomas for £53m
- Thursday, 23 July 2020
- Articles
Curtis Banks, the SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: rival SIPP and SSAS firm Talbot and Muir and fintech provider Dunstan Thomas.
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