Fast growing Chartered Financial Planning firm Progeny has appointed a new UK managing director as it plots international growth.
Read more ...Nexus sold for £500,000 after FCA restricts firm
- Wednesday, 29 March 2023
- Articles
Nexus Independent Financial Advisors Limited and Nexus Investment Managers Limited have been sold for a total of £500,000 following restrictions placed on the firm’s activities by the FCA.
Read more ...Perspective acquires 3 adviser firms
- Monday, 20 March 2023
- Articles
Fast growing wealth manager and Financial Planner Perspective Group has acquired three financial advice firms, adding a total of £515m in Assets Under Management.
Read more ...UBS to acquire troubled Credit Suisse
- Monday, 20 March 2023
- Articles
Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.
Read more ...Progeny to buy 3-office Chartered Planner
- Friday, 03 March 2023
- Articles
Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.
Read more ...Craven Street buys London Chartered Planner
- Thursday, 02 March 2023
- Articles
Expanding wealth manager and Financial Planner Craven Street Wealth has acquired London-based Chartered Bernard Barrett Associates.
Read more ...NatWest acquires fintech Cushon for £144m
- Monday, 13 February 2023
- Articles
NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.
Read more ...Broadstone to acquire York consulting actuary
- Friday, 10 February 2023
- Articles
Pensions and employee benefits firm Broadstone is to acquire York-based consulting actuaries H&C.
Read more ...Evelyn boosts Northern footprint with acquisition
- Wednesday, 08 February 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has acquired Leathers LLP, a firm of Chartered Accountants and tax specialists with offices in Newcastle and Harrogate.
Read more ...Radiant expands in North with Yorkshire acquisition
- Thursday, 02 February 2023
- Articles
Financial Planning-focused consolidator Radiant Financial Group has continued its recent expansion spree with a deal to boost its presence in the North by acquiring Doncaster-based Ethos Financial Solutions.
Read more ...