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.

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.

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.

Fund manager and wealth manager M&G is to acquire the national IFA firm Continuum (Financial Services) for an undisclosed sum.