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Standard Life website

Standard Life brand could be sold - reports

Details
12 February 2021
  • Standard Life
  • Phoenix
  • SLA
  • Stephen Bird
  • mergers

Standard Life Aberdeen may be ready to sell off its 175-year-old Standard Life brand to acquisitive life insurance group Phoenix Group.

Read more …

Nucleus CEO David Ferguson

James Hay set to buy Nucleus for £145m

Details
09 February 2021
  • James Hay
  • Nucleus
  • Epiris
  • mergers

 

Private equity-owned platform James Hay is to buy rival Nucleus Financial for £145m in an all-cash deal announced today.

Read more …

Hodge Equity Release

Hodge sells equity release arm to US firm 

Details
05 February 2021
  • equity release
  • mergers
  • Hodge Group
  • Hodge Life Assurance Company
  • Reinsurance Group of America, Incorporated

Long-standing equity release provider Hodge is to exit the equity release and annuity markets by selling Hodge Life Assurance Company to a US firm.

Read more …

Ian Mattioli of Mattioli Woods

Mattioli buys London Planner for £2.34m 

Details
03 February 2021
  • Mattioli Woods
  • Ian Mattioli
  • mergers
  • Montagu
  • Twickenham

Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m. 

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Frenkel Topping website

Frenkel Topping acquires 2 law firms

Details
02 February 2021
  • Frenkel Topping
  • mergers
  • clinical injury
  • damages

Financial adviser Frenkel Topping has acquired two specialist clinical injury law firms for a total of £9m only a few months after revealing it was shifting its strategy away from acquiring adviser firms.

Read more …

Refinitiv website

LSE completes £20bn acquisition of Refinitiv

Details
29 January 2021
  • LSE
  • takeover
  • mergers
  • Refinitiv

The London Stock Exchange Group has completed its £20bn acquisition of global data provider Refinitiv in an all-share deal.

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Rob Lewis of Celtic Financial Planning

North Wales Planner buys firm’s IFA arm

Details
27 January 2021
  • Wales
  • North Wales
  • Celtic Financial Planning
  • mergers
  • Halton Insurance Services
  • Mold
  • Rob Lewis

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

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Corfe Wealth

Vintage to acquire Chartered Planner’s firm

Details
27 January 2021
  • Chartered Financial Planner
  • Vintage Wealth Management
  • Corfe Wealth Management
  • Christopher Webb
  • mergers

Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

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Ian Wilkinson of Perspective

Perspective close to acquiring 10 adviser firms

Details
25 January 2021
  • Perspective
  • mergers
  • Atkinson White
  • Darlington

National Financial Planner and wealth manager Perspective has revealed plans to acquire more than 10 adviser firms over the next few months after announcing its 39th acquisition today.

Read more …

AFH CEO Alan Hudson

US private equity firm to buy AFH for £224.5m

Details
25 January 2021
  • AFH
  • Alan Hudson
  • mergers
  • Flexpoint Ford LLC

US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.

Read more …

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