Financial research and investment management company Morningstar is to rename Praemium as the Morningstar Wealth Platform after its £35m acquisition of the formerly Australian-owned platform.
Read more ...US private equity firm acquires UK wealth manager
- Friday, 10 June 2022
- Articles
Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital.
Read more ...Old Mill expands with South West deal
- Tuesday, 07 June 2022
- Articles
Financial Planner and accountancy firm Old Mill has acquired Ilminster-based financial outsourcing firm Brook Financial as part of a long term drive to expand in the South West.
Read more ...Brooks Macdonald to acquire £250m Midlands IFA
- Monday, 23 May 2022
- Articles
Wealth manager and Financial Planner Brooks Macdonald is to acquire Nuneaton-based Integrity Wealth (Holdings) Limited - which has £250m in funds under management - for an undisclosed sum.
Read more ...Emyr Blease: Why I sold my Financial Planning firm
- Friday, 20 May 2022
- Articles
Emyr Blease, managing director of Wimbledon-based Chartered Financial Planning firm Holborn Financial, explains to Financial Planning Today in this Guest Column why he decided to sell his firm and why looking after his clients was paramount.
Read more ...TEAM buys Jersey wealth manager for £2.5m
- Friday, 13 May 2022
- Articles
Investment provider TEAM is to acquire Jersey wealth manager Concentric in a deal worth up to £2.5m.
Read more ...Kingswood buys Lincolnshire IFA for £421,000
- Thursday, 12 May 2022
- Articles
Fast growing Financial Planning and wealth management firm Kingswood is to acquire Lincolnshire IFA Vincent & Co for up to £421,000.
Read more ...Mattioli wealth arm acquires £80m Financial Planner
- Thursday, 12 May 2022
- Articles
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.
Read more ...National accountant acquires veteran IFA firm
- Monday, 11 April 2022
- Articles
National accountancy firm MHA Macintyre Hudson, part of Baker Tilly International, has acquired Northampton IFA Cave & Sons as it seeks to build its wealth management division.
Read more ...Liontrust finalises £120m takeover of rival Majedie
- Friday, 01 April 2022
- Articles
Liontrust Asset Management has completed its £120m acquisition of smaller rival Majedie Asset Management.
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