• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • 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

  • DSW Wealth Planning LLP

    Wealth manager parent buys HNW client tax adviser

  • Titan CEO Andrew Fearon

    Titan Wealth buys £630m AUM North East IFA Prism

Page 14 of 17

  • Prev
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2024 Financial Planning Today. All Rights Reserved.