Chartered Financial Planner Lumin Wealth has acquired the Big Picture Wealth Management, a financial adviser based in Ongar, Essex.
Read more ...Glasgow Financial Planner PPM to join Evelyn Partners
- Thursday, 22 June 2023
- Articles
Evelyn Partners has signed a deal for the staff and clients of Glasgow-based wealth manager and Financial Planner PPM Wealth to join Evelyn.
Read more ...Recruiter launches M&A service for adviser firms
- Friday, 16 June 2023
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Recruitment firm BWD has launched a mergers and acquisitions service - BWD M&A - aimed at finance advice businesses.
Read more ...Wealth manager M&A soars to £137bn in 2022
- Friday, 28 April 2023
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Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).
Read more ...Chartered Planner acquires Kent IFA firm
- Friday, 21 April 2023
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Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired the business of retiring IFA Gary Cook, principal of Gary Cook Financial Services of Maidstone, Kent.
Read more ...Mattioli buys Northern Ireland Planner for £15m
- Thursday, 20 April 2023
- Articles
SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner Doherty Pension & Investment Consultancy for £15.048m.
Read more ...Moore Kingston buys specialist Financial Planner
- Tuesday, 04 April 2023
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Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.
Read more ...Rathbones and Investec's Wealth arm to merge
- Tuesday, 04 April 2023
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Rathbones and Investec’s Wealth & Investment UK division are to merge to create a discretionary wealth manager with £100bn in Funds Under Management.
Read more ...Evelyn acquires 40-staff Cambridge firm
- Monday, 03 April 2023
- Articles
Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.
Read more ...Clifton AM acquires Midlands Chartered Planner firm
- Monday, 03 April 2023
- Articles
Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
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