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.
Read more ...Brooks Macdonald buys Manchester Planner
- Friday, 30 September 2022
- Articles

Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.
Read more ...RBC completes £1.6bn takeover of Brewin Dolphin
- Tuesday, 27 September 2022
- Articles

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.
Read more ...Mattioli Woods reports 73% jump in revenue
- Tuesday, 13 September 2022
- Articles

SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.
Read more ...New wealth manager Solomon buys 34-adviser firm
- Monday, 05 September 2022
- Articles

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.
Read more ...Kingswood hires 2 advisers in recruitment push
- Wednesday, 17 August 2022
- Articles

Fast growing Financial Planning group Kingswood has hired two experienced advisers for its London and Kent offices.
Read more ...David Lawrence: I am laser-focused on building Kingswood
- Wednesday, 10 August 2022
- Articles

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.
Read more ...Expansion plans for IFA My Pension Expert
- Wednesday, 03 August 2022
- Articles

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.
Read more ...M&G Wealth to acquire national IFA Continuum
- Wednesday, 03 August 2022
- Articles

Fund manager and wealth manager M&G is to acquire the national IFA firm Continuum (Financial Services) for an undisclosed sum.
Read more ...Kingswood makes 6th acquisition of 2022
- Monday, 01 August 2022
- Articles

Financial Planning-focused wealth manager Kingswood has acquired Hants IFA Smith Pearman and Associates, its 6th acquisition of the year so far.
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