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
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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.
Read more ...Söderberg & Partners takes stakes in 4 adviser firms
- Monday, 21 October 2024
- Articles
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in four IFA firms as it continues it strategy of taking stakes in UK adviser firms.
Read more ...Perspective makes 4 acquisitions
- Wednesday, 16 October 2024
- Articles
Fast growing Financial Planning group Perspective has completed four new acquisitions, pushing its total number of takeovers to 15 this year and adding £350m in assets under advice.
Read more ...Close Bros sells wealth management arm for £200m
- Thursday, 19 September 2024
- Articles
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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