Fast growing wealth manager and Financial Planner Perspective Group has acquired three financial advice firms, adding a total of £515m in Assets Under Management.
Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.
Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.
Expanding wealth manager and Financial Planner Craven Street Wealth has acquired London-based Chartered Bernard Barrett Associates.
NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.
Pensions and employee benefits firm Broadstone is to acquire York-based consulting actuaries H&C.
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.
Financial Planning-focused consolidator Radiant Financial Group has continued its recent expansion spree with a deal to boost its presence in the North by acquiring Doncaster-based Ethos Financial Solutions.
Fast-growing national Financial Planning firm Fairstone has acquired Chartered firm Mantle Financial Planning in its first deal of 2023.
Fast growing Perspective Financial Group Ltd has acquired £37m AUM Bucks-based firm Ian J Hunt Chartered Financial Planners.
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