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Kingswood website

Kingswood makes 6th acquisition of 2022 

Details
01 August 2022
  • Kingswood
  • mergers
  • David Lawrence
  • Smith Pearman and Associates

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 Wealth

Investec to acquire Edinburgh wealth adviser 

Details
29 July 2022
  • Investec Wealth & Investment
  • mergers
  • Murray Asset Management

Investec Wealth & Investment is to acquire Edinburgh wealth manager and Financial Planner Murray Asset Management for an undisclosed sum.

Read more …

MKC Wealth website

MKC Wealth snaps up Cheshire IFA Genius

Details
29 July 2022
  • Cheshire
  • mergers
  • MKC Wealth
  • Genius Wealth Management

Private-equity backed wealth manager MKC Wealth has acquired Genius Wealth Management of Cheshire for an undisclosed sum.

Read more …

WH Ireland website

Pre-tax profit dips for WH Ireland amid tough market conditions 

Details
27 July 2022
  • profits
  • WH Ireland
  • mergers
  • Phillip Wale

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.

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Argentis website

Harwood becomes Argentis and buys 2 IFA firms

Details
19 July 2022
  • Harwood
  • mergers
  • Argentis Group
  • D Heaton
  • Wealth Creation & Management

 

Private equity-owned Harwood Wealth Management has acquired two adviser firms and has rebranded as Argentis Group.

Read more …

Anthony Carty

Clifton AM snaps up Aberdeen wealth firm 

Details
18 July 2022
  • Bristol
  • Clifton Asset Management
  • mergers
  • Burnett & Reid Wealth Management

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 …

Dynamic Planner CEO Ben Goss

Private equity firm FPE invests in Dynamic Planner

Details
14 July 2022
  • Ben Goss
  • Dynamic Planner
  • private equity
  • mergers
  • FPE Capital

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.

Read more …

Neil Moles

Progeny acquires Scottish Chartered Financial Planner

Details
11 July 2022
  • Progeny Group
  • Progeny
  • Neil Moles
  • mergers
  • Balmoral Asset Management

The fast growing Financial Planning firm Progeny Group has acquired Edinburgh-based Chartered Financial Planners Balmoral Asset Management to expand its presence in Scotland.

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Wren Sterling website

Wren Sterling snaps up Critchleys Financial Planning 

Details
07 July 2022
  • Wren Sterling
  • Oxford
  • mergers
  • Critchleys Financial Planning
  • Jason McGuigan

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.

Read more …

Morningstar website

Morningstar to rename Praemium after £35m takeover 

Details
30 June 2022
  • Morningstar
  • Praemium
  • mergers

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 …

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