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  • Progeny's new UK MD Caroline Hawkesley

    Progeny hires new UK MD in shake up

  • Left-to-right: Tom Gallop (Ashcroft), Adrian Wilson (Ashcroft), Tom Shave (Evelyn Partners), Giles Murphy (Evelyn Partners) and Dominic Anthony (Ashcroft)

    Evelyn acquires 40-staff Cambridge firm

  • L-R: Iain Hooley, chief executive designate, Investec W&I UK; Paul Stockton, group chief executive, Rathbones Group Plc and Fani Titi, Investec group chief executive

    Rathbones and Investec's Wealth arm to merge

  • Moore Kingston Smith LLP website

    Moore Kingston buys specialist Financial Planner

  • Doherty's website

    Mattioli buys Northern Ireland Planner for £15m

  • Emyr Blease

    Chartered Planner acquires Kent IFA firm

  • Oxford Risk website

    Wealth manager M&A soars to £137bn in 2022

  • BWD M&A

    Recruiter launches M&A service for adviser firms

  • Richard Dawes of Evelyn Partners

    Glasgow Financial Planner PPM to join Evelyn Partners

  • Martin Cotter of Lumin

    Lumin Wealth acquires £85m AUM Essex adviser

  • STM Group website

    STM Group agrees to £41m takeover bid

  • Truly Independent website

    Marlborough buys stake in Chartered Planner firm

  • Millen Capital founder Angus Millen

    Liverpool’s Millen Capital team to join Evelyn

  • STM Group website

    £41m bid for STM extended for second time

  • Loyal North website

    Loyal North buys South East Chartered Planner’s firm

  • Liontrust CEO John Ions

    Liontrust offer for GAM is rejected

  • L-R: Chris Kenny of Evelyn Partners and Richard Whitehead of Dart Capital

    Evelyn acquires £750m AUM wealth manager Dart

  • Perspective CEO Ian Wilkinson

    Perspective snaps up 3 adviser firms - adding £250m AUM

  • Söderberg & Partners UK website

    Swedish wealth manager buys stakes in 3 adviser firms

  • Ludlow CEO Ian Hemingway

    Mattioli arm buys £53m AUM Opus Wealth

Page 14 of 17

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