Momentum Global Investment Management (MGIM) has agreed to acquire Seneca, creating an asset manager with £4.7bn in assets under management.
Two expanding regional accountancy firms with Financial Planning arms are to combine following a £20m takeover deal.
The acquisition of Talbot and Muir by fellow SIPP provider Curtis Banks has satisfied its pre-conditions, including approval from the Financial Conduct Authority.
Fidelity has acquired low cost financial services dealing firm Cavendish Online and will add it to its Personal Investing platform.
Investment platform 7IM has acquired London-based Financial Planning firm Partners Wealth Management.
Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.
LV= confirmed today it is in exclusive talks with Bain Capital, the US private equity owner of esure, about a potential deal.
Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.
Page 35 of 36