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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.

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L-R: Simon Booth and Ray Boucher

North West Planner makes first acquisition  

Details
30 March 2022
  • Cheshire
  • North West
  • mergers
  • Foresight Wealth Strategists
  • Platinum SRI
  • Bury

North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum. 

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Kreston MD Tom Barnett

Kreston Reeves acquires Kent Financial Planning firm

Details
24 March 2022
  • mergers
  • Kreston
  • Kreston Reeves Financial Planning
  • Tarvos Wealth

Kreston Reeves Financial Planning, part of the Craven Street Wealth group, has acquired Canterbury Financial Planner Tarvos Wealth, boosting its total assets under advice to £1.15bn.

Read more …

Perspective CEO Ian Wilkinson

Perspective snaps up 4 adviser firms

Details
17 March 2022
  • Perspective
  • Ian Wilkinson
  • M&A
  • mergers

Perspective Financial, the rapidly expanding Financial Planning and wealth management group, has acquired four adviser firms to notch up a milestone of 50 takeovers so far.

Read more …

L-R: Lee Hartley and Steve McNicol

Fairstone boosts M&A team with new hires  

Details
14 March 2022
  • Lee Hartley
  • Fairstone
  • M&A
  • mergers

Chartered Financial Planner Fairstone, one of the UK’s most acquisitive wealth managers, has hired Steve McNicol from the legal sector as its new chief development officer. 

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Goldman Sachs provides a number of services including consumer and wealth management

Goldman Sachs may take Nucleus stake - reports

Details
11 March 2022
  • Platforms
  • Nucleus
  • Goldman Sachs
  • acquisitions
  • mergers

Wall Street bank Goldman Sachs is believed to be one of three bidders aiming to take a sizeable stake in adviser platform Nucleus, according to a report from Sky News today.

Read more …

Tom Barnett

Chartered Planner to be MD of £1bn FUM business

Details
24 February 2022
  • merger
  • mergers
  • Kreston Reeves
  • Tom Barnett
  • Craven Street Wealth

Chartered Financial Planner Tom Barnett has been promoted to be managing director of two wealth management and Financial Planning firms with £1bn under management and advice.

Read more …

Brooks website

Brooks and 7IM deny £37bn merger plan

Details
24 February 2022
  • 7IM
  • Brooks Macdonald
  • mergers
  • bid

Sky News is reporting that wealth manager and Financial Planner Brooks Macdonald is plotting a £300m bid for fund manager 7IM.

Read more …

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