Growing wealth manager Advanta is to acquire £150m AUM Genesis Financial Planning, its first acquisition in London and one of seven acquisitions planned this year.
Rapidly expanding adviser and fund manager One Four Nine Group has acquired Nottingham-based firm HFL Financial Advisers, boosting its clients assets to over £1bn only a year after launch.
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.
Bristol-based Clifton Asset Management has acquired Caerphilly-based financial advisers Mark Philips Ltd, boosting Clifton's assets under management (AUM) to over £1bn.
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.
Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.
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.
SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.
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.
Fast growing Financial Planning group Kingswood has hired two experienced advisers for its London and Kent offices.
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