Acquisitive Financial Planning group Perspective has acquired three more adviser firms, adding 290 households as clients and £70m assets under management (AUM) to the group.

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Bristol-based Clifton Asset Management has acquired Caerphilly-based financial advisers Mark Philips Ltd, boosting Clifton's assets under management (AUM) to over £1bn. 

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European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.

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Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.

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Royal Bank of Canada today completed its £1.6bn takeover of wealth manager and Financial Planner Brewin Dolphin with the company now renamed RBC Brewin Dolphin.

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SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.

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Newly-launched wealth manager Solomon Capital Holdings has made its second major acquisition in three months with a deal to buy 34-adviser national Financial Planning firm Gale and Phillipson.

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Fast growing Financial Planning group Kingswood has hired two experienced advisers for its London and Kent offices.

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Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.

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At-retirement IFA My Pension Expert (MPE) has received FCA approval to accept a “significant investment” from Palatine Private Equity to fund its expansion plans.

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