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.
Read more...PE firm Pollen Street to buy Mattioli Woods for £432m
- Friday, 08 March 2024
- Articles
Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.
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