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Skerritts buys North West Financial Planning firm

Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £230m AUM Financial Planning firm Chadwick McLean, which is based in Chester.

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Perspective buys £240m AUM Essex adviser firm

Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.

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Zedra to buy global private client fiduciary firm

 

Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.

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Canaccord scales up Planning ambitions with Scottish deal

Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.

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