Fund manager and wealth group M&G is to acquire the rapidly growing financial advisory group Sandringham Financial Partners for an undisclosed sum.
Wealth manager and Financial Planner Kingswood Holdings has bought Admiral Wealth Management, a North Lincolnshire-based Chartered Financial Planning firm, for £4m.
Data provider and fintech FE fundinfo has acquired FundConnect, a fund data and technology company based in Denmark, for an undisclosed sum.
Online investment platform Hargreaves Lansdown saw pre-tax profits dip by 3% over the past year but reported clients numbers surging by 233,000 to a record 1.645m.
Young Financial Planner Ravi Prema, who qualified as a Chartered Financial Planner at 23 years old, is being lined up to take over the family-run financial advice business Prema Financial Services.
Six Nucleus directors have stood down from the company today as the takeover of the business by James Hay is completed creating a platform managing £47bn in funds.
Fintel, formerly known as SimplyBiz, has sold its ‘non-core’ Zest tech business for £10m, the company reported today.
Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.
Wealth adviser Fairstone, which incorporates a large Chartered Financial Planning firm, has added two new firms to its progressive acquisition Downstream Buy Out (DBO) programme.
Three experienced advisers have joined forces to launch a new wealth management firm in Hertfordshire.
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