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.
Read more ...Investec to acquire Edinburgh wealth adviser
- Friday, 29 July 2022
- Articles
Investec Wealth & Investment is to acquire Edinburgh wealth manager and Financial Planner Murray Asset Management for an undisclosed sum.
Read more ...MKC Wealth snaps up Cheshire IFA Genius
- Friday, 29 July 2022
- Articles
Private-equity backed wealth manager MKC Wealth has acquired Genius Wealth Management of Cheshire for an undisclosed sum.
Read more ...Pre-tax profit dips for WH Ireland amid tough market conditions
- Wednesday, 27 July 2022
- Articles
Wealth manager and Financial Planner WH Ireland has reported a drop in full year pre-tax profit from £1.5m to £1.4m despite an 11% rise in revenue to £32m.
Read more ...Harwood becomes Argentis and buys 2 IFA firms
- Tuesday, 19 July 2022
- Articles
Private equity-owned Harwood Wealth Management has acquired two adviser firms and has rebranded as Argentis Group.
Read more ...Clifton AM snaps up Aberdeen wealth firm
- Monday, 18 July 2022
- Articles
Bristol-based Clifton Asset Management is to acquire Aberdeen-based wealth manager and IFA Burnett & Reid Wealth Management and is planning further deals.
Read more ...Private equity firm FPE invests in Dynamic Planner
- Thursday, 14 July 2022
- Articles
Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.
Read more ...Progeny acquires Scottish Chartered Financial Planner
- Monday, 11 July 2022
- Articles
The fast growing Financial Planning firm Progeny Group has acquired Edinburgh-based Chartered Financial Planners Balmoral Asset Management to expand its presence in Scotland.
Read more ...Wren Sterling snaps up Critchleys Financial Planning
- Thursday, 07 July 2022
- Articles
Expanding Nottingham-based Financial Planning firm Wren Sterling Group has acquired the trade and assets of Oxford-based Critchleys Financial Planning LLP from accountancy firm Critchleys LLP for an undisclosed sum.
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