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W1M website

W1M completes takeover of £2bn AUM Vermeer

Details
02 April 2026
  • takeover
  • mergers
  • Vermeer Partners

Wealth and investment manager W1M has completed its acquisition of Vermeer Partners after receiving regulatory approval.

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Perspective CEO Ian Wilkinson

Perspective snaps up 6 Financial Planning firms

Details
25 March 2026
  • Perspective Financial Group
  • mergers
  • Freedom Advice LLP
  • Clearwater Wealth Management LLP
  • Cockburn Lucas Independent Financial Consulting Ltd

Fast growing Financial Planning firm Perspective Financial Group has acquired six Financial Planning firms in the last few months as part of an expansion drive.

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Amber River CEO Mary-Anne McIntyre

US private equity firm swoops on planner Amber River

Details
20 February 2026
  • mergers
  • Amber River
  • Stone Point Capital
  • Stone Point

US private equity firm Stone Point Capital has acquired a majority stake in growing Financial Planning firm Amber River.

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WH Ireland website

£12.7m takeover of WH Ireland moves step closer

Details
09 January 2026
  • Jersey
  • WH Ireland
  • mergers
  • TEAM plc

The takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc has moved a step closer after WH Ireland shareholders voted overwhelmingly this week (99.99% in favour) to accept the deal.

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Janus Henderson UK website

US billionaire leads £5.5bn takeover of Janus Henderson

Details
24 December 2025
  • mergers
  • Janus Henderson Group
  • Nelson Peltz
  • Trian Fund Management
  • General Catalyst
  • JHG

London-headquartered fund manager Janus Henderson Group is to be sold to two private equity firms in a £5.5bn cash deal steered by US billionaire investor Nelson Peltz.

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Global Pension Corporation website

MBO completed at former STM Group

Details
22 December 2025
  • Sipps
  • Ssas
  • STM Group
  • mergers
  • Global Pension Corporation

The management buy out (MBO) of Global Pension Corporation (GPC), formerly known as SIPP and SSAS provider STM Group, has been completed today, the firm has said.

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Utmost Group website

Utmost sells life and pensions arm to JAB

Details
22 December 2025
  • mergers
  • Utmost Group
  • JAB Insurance

Wealth manager Utmost Group has sold its Utmost Life and Pensions (ULP) arm to JAB Insurance.

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L-R: Nick Aston, MD Prosser Knowles; Dan Stokoe, regional director Perspective

Perspective acquires £400m AUM Prosser Knowles

Details
18 December 2025
  • Perspective Financial Group
  • Ian Wilkinson
  • mergers
  • Prosser Knowles

Perspective Financial Group has completed its largest acquisition to date with a deal to buy Midlands-based £400m AUM Prosser Knowles Associates Ltd.

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Finli Group website

Finli acquires 3 advice firms in growth spurt

Details
18 December 2025
  • mergers
  • The Finli Group
  • Acquisitions in the IFA sector
  • James Bryce

Financial Planning firm Finli Group has struck deals to acquire three advice firms as it notches up a total of 21 acquisitions so far this year.

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James Twining, CEO of Wren Sterling

Wren Sterling buys £900m AUM Evans Hart

Details
12 December 2025
  • London
  • Wren Sterling
  • mergers
  • Evans Hart

 

Expanding national Financial Planning firm Wren Sterling has completed its planned acquisition of Evans Hart, an established £900m AUM South East financial adviser firm serving 2,450 clients in London and the South East.

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