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Anthony Carty of Clifton AM

Clifton AM acquires Midlands Chartered Planner firm

Details
03 April 2023
  • Clifton Asset Management
  • mergers
  • GB Financial Services

 

Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.

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Progeny's new UK MD Caroline Hawkesley

Progeny hires new UK MD in shake up

Details
30 March 2023
  • jobs
  • Progeny
  • mergers
  • appointments
  • Caroline Hawkesley

Fast growing Chartered Financial Planning firm Progeny has appointed a new UK managing director as it plots international growth.

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Nexus website

Nexus sold for £500,000 after FCA restricts firm

Details
29 March 2023
  • regulation
  • FCA
  • mergers
  • Nexus

Nexus Independent Financial Advisors Limited and Nexus Investment Managers Limited have been sold for a total of £500,000 following restrictions placed on the firm’s activities by the FCA.

Read more …

Perspective CEO Ian Wilkinson

Perspective acquires 3 adviser firms

Details
20 March 2023
  • mergers
  • Perspective Group
  • HNH Financial Services
  • Gould Financial Planning
  • Financial Choices IFA

Fast growing wealth manager and Financial Planner Perspective Group has acquired three financial advice firms, adding a total of £515m in Assets Under Management.

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UBS logo

UBS to acquire troubled Credit Suisse

Details
20 March 2023
  • Banking
  • UBS
  • Credit Suisse
  • Wealth Management
  • mergers
  • Swiss

 

Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.

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Progeny CEO Neil Moles

Progeny to buy 3-office Chartered Planner

Details
03 March 2023
  • Progeny
  • Neil Moles
  • mergers
  • Gibbs Denley

Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.

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Craven Street MD Tom Barnett

Craven Street buys London Chartered Planner

Details
02 March 2023
  • M&A
  • mergers
  • Craven Street Wealth
  • Bernard Barrett Associates

Expanding wealth manager and Financial Planner Craven Street Wealth has acquired London-based Chartered Bernard Barrett Associates.

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Cushon website

NatWest acquires fintech Cushon for £144m

Details
13 February 2023
  • workplace
  • NatWest
  • FIntech
  • Cushon
  • mergers

NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.

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Broadstone website

Broadstone to acquire York consulting actuary

Details
10 February 2023
  • Broadstone
  • mergers
  • H&C
  • York
  • consulting actuary

Pensions and employee benefits firm Broadstone is to acquire York-based consulting actuaries H&C.

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Evelyn Partners logo

Evelyn boosts Northern footprint with acquisition 

Details
08 February 2023
  • Newcastle
  • Harrogate
  • North
  • mergers
  • Evelyn Partners
  • Leathers LLP

Wealth manager and Financial Planner Evelyn Partners has acquired Leathers LLP, a firm of Chartered Accountants and tax specialists with offices in Newcastle and Harrogate.

Read more …

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