Cheshire-headquartered Financial Planner Foresight Wealth Group has acquired £120m AUM local advice firm Cassons Financial Planning.
Read more ...Titan Wealth buys London HNW adviser Wigmore
- Tuesday, 07 May 2024
- Articles

Expanding wealth manager and Financial Planer Titan Wealth has completed the acquisition of HNW-client focused London-based investment adviser Wigmore Associates Wealth Management for an undisclosed sum.
Read more ...Janus Henderson acquires 2 firms
- Friday, 03 May 2024
- Articles

Investment manager Janus Henderson has acquired two firms, including the private investments arm of National Bank of Kuwait (NBK).
Read more ...£432m takeover of Mattioli Woods moves ahead
- Friday, 26 April 2024
- Articles

The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved ahead this week with over 95% of shareholders voting in favour.
Read more ...Redmayne to acquire Blankstone Sington client assets
- Tuesday, 23 April 2024
- Articles

Wealth manager and stockbroker Redmayne Bentley is to acquire the client assets of failed Liverpool wealth manager and stockbroker Blankstone Sington, subject to regulatory and court approval.
Read more ...Valuations for IFA businesses drop
- Wednesday, 17 April 2024
- Articles

The valuation of independent financial advice businesses has dropped from an average of 4 times recurring income in 2022 to 3.3 times recurring income for the first quarter of 2024, according to a new study.
Read more ...Titan Wealth snaps up £4bn AUM Bristol Planner Aspira
- Wednesday, 17 April 2024
- Articles

Expanding wealth manager and Financial Planner Titan Wealth has completed its second acquisition this week with a deal to buy Bristol-based 45-adviser firm Aspira, boosting Titan’s assets under management and advice to over £17.3bn.
Read more ...Fidelius CEO steps down as Swedes’ stake approved
- Wednesday, 03 April 2024
- Articles

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.
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