Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.
Read more ...Progeny acquires 4-office Scottish Chartered Planner firm
- Tuesday, 24 October 2023
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Perspective notches up 75th adviser acquisition
- Monday, 23 October 2023
- Articles

Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.
Read more ...Acquisitive new group MRW acquires 3 adviser firms
- Tuesday, 17 October 2023
- Articles

Newly-launched adviser firm MRW Group has acquired three financial advisory firms with the help of funding from OakNorth, a bank for entrepreneurs.
Read more ...Titan Wealth buys £630m AUM North East IFA Prism
- Wednesday, 11 October 2023
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Growing wealth manager Titan Wealth has acquired North East IFA Prism Financial Advice, adding £630m in AUM to its books.
Read more ...Wealth manager parent buys HNW client tax adviser
- Friday, 29 September 2023
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Financial advisory firm Dow Schofield Watts, which has a wealth planning division run by a Chartered Financial Planner, has expanded with the acquisition of a Lancashire-based HNW client tax specialist STS Europe.
Read more ...Mattioli arm buys £53m AUM Opus Wealth
- Monday, 18 September 2023
- Articles

Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Read more ...Swedish wealth manager buys stakes in 3 adviser firms
- Wednesday, 13 September 2023
- Articles

Major Swedish wealth manager Söderberg & Partners has acquired a majority stake in a London IFA firm and taken minority stakes in two other UK advisers as part of its expansion drive in the UK.
Read more ...Perspective snaps up 3 adviser firms - adding £250m AUM
- Monday, 04 September 2023
- Articles

Fast-growing wealth manager and Financial Planner Perspective has made three new acquisitions, adding £250m in AUM and boosting its total number of adviser firm takeovers so far this year to 15.
Read more ...Evelyn acquires £750m AUM wealth manager Dart
- Friday, 01 September 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has completed its takeover of City of London-based Dart Capital, a boutique wealth manager with £750m in assets under management and 19 staff.
Read more ...Liontrust offer for GAM is rejected
- Thursday, 24 August 2023
- Articles

GAM shareholders have rejected an offer for the company from Liontrust Asset Management.
Read more ...