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US private equity firm acquires UK wealth manager 

Details
10 June 2022
  • Wealth Management
  • London
  • London & Capital
  • mergers
  • Lovell Minnick Partners

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 …

Kevin Whitmarsh

Old Mill expands with South West deal 

Details
07 June 2022
  • Old Mill
  • South West
  • mergers
  • Brook Financial

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 …

Integrity Wealth Solutions

Brooks Macdonald to acquire £250m Midlands IFA

Details
23 May 2022
  • Brooks Macdonald
  • acquistions
  • mergers
  • Integrity Wealth

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, managing director at Holborn Financial

Emyr Blease: Why I sold my Financial Planning firm

Details
20 May 2022
  • column
  • Continuum
  • mergers
  • Holborn Financial
  • Emyr Blease

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 website

TEAM buys Jersey wealth manager for £2.5m

Details
13 May 2022
  • Jersey
  • team
  • mergers
  • Concentric

Investment provider TEAM is to acquire Jersey wealth manager Concentric in a deal worth up to £2.5m.

Read more …

Kingswood website

Kingswood buys Lincolnshire IFA for £421,000

Details
12 May 2022
  • Kingswood
  • mergers
  • Vincent & Co
  • Lincolnshire

Fast growing Financial Planning and wealth management firm Kingswood is to acquire Lincolnshire IFA Vincent & Co for up to £421,000.

Read more …

Ian Hemingway of Ludlow

Mattioli wealth arm acquires £80m Financial Planner 

Details
12 May 2022
  • Mattioli Woods
  • acquistion
  • mergers
  • Ludlow Wealth

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 …

MHA Caves website

National accountant acquires veteran IFA firm

Details
11 April 2022
  • Northampton
  • mergers
  • Cave & sons
  • MHA Macintyre Hudson

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 CEO John Ions

Liontrust finalises £120m takeover of rival Majedie

Details
01 April 2022
  • Liontrust
  • John Ions
  • mergers
  • Majedie

Liontrust Asset Management has completed its £120m acquisition of smaller rival Majedie Asset Management. 

Read more …

Brewin Dolphin CEO Robin Beer

Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn

Details
31 March 2022
  • Brewin Dolphin
  • Royal Bank of Canada
  • mergers

Royal Bank of Canada (RBC) has launched a recommended bid to acquire major UK wealth manager and Financial Planner Brewin Dolphin for £1.6bn.

Read more …

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