Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.
Financial Planning firm Ascot Lloyd has acquired Scottish adviser Create and Prosper Financial Services for an undisclosed amount.
Wealth manager and Financial Planner Brooks Macdonald has acquired LIFT Financial Group Ltd and LIFT Invest for £45m.
Insurance giant Willis Towers Watson has acquired a stable in wealth manager Atomos as it looks to expand its presence in the UK wealth market.
Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.
Wealth manager and Financial Planner Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
Fintech and data firm FE Fundinfo has acquired adviser platform and product selection tool provider AdviserAsset.
The acquisition of platform provider Hargreaves Lansdown by a private equity-led consortium has moved a step closer today as the scheme of arrangement was officially confirmed.
Expanding national advice firm Foster Denovo has acquired £200m AUM Glasgow-based financial advisers Rosemount Asset Management for an undisclosed amount, the firm’s fourth acquisition in 12 months.
The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.
Tweed Wealth Management has acquired Glasgow-based Capital Wealth Consultants (CWC) as it expands into western Scotland.
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