Skerritts buys North West Financial Planning firm
- Wednesday, 06 December 2023
- Articles
Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £230m AUM Financial Planning firm Chadwick McLean, which is based in Chester.
Read more...Perspective buys £240m AUM Essex adviser firm
- Thursday, 23 November 2023
- Articles
Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.
Read more...Zedra to buy global private client fiduciary firm
- Friday, 17 November 2023
- Articles
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.
Read more...Canaccord scales up Planning ambitions with Scottish deal
- Friday, 10 November 2023
- Articles
Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.
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