Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.
Read more ...Wren Sterling strikes first takeover deal of 2024
- Thursday, 28 March 2024
- Articles
National Financial Planner Wren Sterling has completed its first acquisition of 2024 with a deal to buy £265m AUM Newcastle-under-Lyme firm TW Financial Planning.
Read more ...Craven Street absorbs Punter Southall Financial Planning arm
- Friday, 08 March 2024
- Articles
Chartered Financial Planner Craven Street Wealth has completed its acquisition of Punter Southall Aspire’s Financial Planning division which was announced in January.
Read more ...PE firm Pollen Street to buy Mattioli Woods for £432m
- Friday, 08 March 2024
- Articles
Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.
Read more ...Nationwide to snap up Virgin Money for £2.9bn
- Thursday, 07 March 2024
- Articles
Nationwide Building Society is to buy Virgin Money for £2.9bn to create a combined business serving 22.6m customers.
Read more ...Fairstone steps up acquisition plans in 2024
- Friday, 01 March 2024
- Articles
Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.
Read more ...£17bn AUM wealth manager created as 2 firms merge
- Friday, 01 March 2024
- Articles
Wealth manager Waverton is to merge with rival London & Capital to form a £17bn AUM wealth management business.
Read more ...MKC acquires Wealth for Women planning firm
- Monday, 26 February 2024
- Articles
Expanding Financial Planner and wealth manager MKC Wealth has acquired London-based Financial Planning Firm Wealth for Women for an undisclosed sum.
Read more ...Virgin Money buys out Abrdn JV for £20m
- Wednesday, 14 February 2024
- Articles
Virgin Money is to buy Abrdn’s 50% stake in their joint venture called Virgin Money Investments.
Read more ...Global CFP numbers rise 5% with growth in UK
- Wednesday, 14 February 2024
- Articles
The number of Certified Financial Planner professional worldwide rose by 5.1% in 2023 to reach an all time record of 223,770.
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