Close Brothers Group has sold its Close Brothers Asset Management (CBAM) wealth management arm to private equity firm Oaktree Capital Management for £200m.

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International wealth manager, Financial Planner and professional services firm Azets has acquired Scottish Financial Planner and chartered accountancy firm Milne Craig in a major deal for the financial services sector north of the border.

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After several delays, platform provider Hargreaves Lansdown (HL) has today accepted a £5.4bn consortium offer for the company.

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Wealth manager and professional services provider Evelyn Partners is to acquire three offices and 150 staff from Northern accountancy firm Haines Watts.

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Long-established wealth manager and stockbroker Redmayne Bentley has completed the acquisition of the client assets of failed Liverpool wealth manager and stockbroker Blankstone Sington. 

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Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.

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Fintech and adviser support firm Fintel has completed the acquisition of support services firm Threesixty from Abrdn for £14.6m, the firm announced today.

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Financial Planner Tavistock has today confirmed that it is considering “a number of potential transactions” including a bid from Financial Planner Saltus for part of its business.

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Pensions group STM’s pre-tax profits fell 72% in 2023 as the takeover by Pension SuperFund Capital continues to rumble on.

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NatWest Group plc has signed a deal today to acquire Sainsbury’s Bank’s retail banking assets and liabilities and its 1m customer accounts for £2.5bn.

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