Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.
Read more ...Consolidator snaps up Canada Life’s onshore bond arm
- Monday, 23 December 2024
- Articles
Expanding European life and pensions consolidator Chesnara has acquired Canada Life’s onshore bond arm.
Read more ...Titan Wealth acquires Financial Planner IWP
- Wednesday, 18 December 2024
- Articles
Wealth manager and investment firm Titan Wealth has acquired Financial Planning rival Independent Wealth Planners (IWP).
Read more ...ASHL sells off LYNC Wealth Management
- Wednesday, 06 November 2024
- Articles
National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
Read more ...One Four Nine acquires Chartered Financial Planner
- Wednesday, 06 November 2024
- Articles
The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.
Read more ...7IM acquires MPS provider Rockhold from ASHL
- Friday, 01 November 2024
- Articles
Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.
Read more ...Foster Denovo acquires £500m AUM/A Midland adviser firm
- Tuesday, 29 October 2024
- Articles
Financial Planning-focused national adviser Foster Denovo has acquired East Midlands financial adviser firm 80Twenty.
Read more ...Failed SIPP firm sold to 2 competitors
- Monday, 28 October 2024
- Articles
Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.
Read more ...Financial Planner Boosst moves to employee ownership
- Monday, 28 October 2024
- Articles
Milton Keynes-based Financial Planning firm Boosst is transitioning to an Employee Ownership Trust (EOT), the so-called John Lewis model.
Read more ...Titan Wealth buys £7.9bn AUM Channel Islands firm
- Thursday, 24 October 2024
- Articles
Titan Wealth has signed a deal to acquire £7.9bn AUM Channel Islands wealth manager Ravenscroft Investments Limited.
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