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Carbon Financial Partners MD Gordon Wilson

Progeny acquires 4-office Scottish Chartered Planner firm

Details
24 October 2023
  • Scotland
  • acquisition
  • Progeny
  • mergers
  • Carbon Financial Partners

Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.

Read more …

Perspective CEO Ian Wilkinson

Perspective notches up 75th adviser acquisition

Details
23 October 2023
  • Perspective
  • acquisition
  • Ian Wilkinson
  • mergers
  • Accord Financial Management Ltd
  • RPG Financial Ltd

Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.

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Merlin Wealth Planning - one of the three firms being acquired

Acquisitive new group MRW acquires 3 adviser firms

Details
17 October 2023
  • mergers
  • MRW Group
  • OakNorth
  • Merlin Wealth Planning
  • Emet Financial Services
  • Mayfayre Financial Services

Newly-launched adviser firm MRW Group has acquired three financial advisory firms with the help of funding from OakNorth, a bank for entrepreneurs.

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Titan CEO Andrew Fearon

Titan Wealth buys £630m AUM North East IFA Prism

Details
11 October 2023
  • mergers
  • Titan Wealth
  • Andrew Fearon
  • Titan
  • Prism Financial Advice
  • James Kaberry

Growing wealth manager Titan Wealth has acquired North East IFA Prism Financial Advice, adding £630m in AUM to its books.

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DSW Wealth Planning LLP

Wealth manager parent buys HNW client tax adviser

Details
29 September 2023
  • Lancashire
  • mergers
  • Dow Schofield Watts
  • Andy Sharp

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.

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Ludlow CEO Ian Hemingway

Mattioli arm buys £53m AUM Opus Wealth

Details
18 September 2023
  • Mattioli Woods
  • Ludlow Wealth Management Group
  • mergers
  • Opus Wealth

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.

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Söderberg & Partners UK website

Swedish wealth manager buys stakes in 3 adviser firms

Details
13 September 2023
  • mergers
  • Söderberg & Partners
  • Sweden
  • Timothy James & Partners Group
  • Dartington Wealth Management
  • Atherton York

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.

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Perspective CEO Ian Wilkinson

Perspective snaps up 3 adviser firms - adding £250m AUM

Details
04 September 2023
  • Perspective Financial Group
  • Ian Wilkinson
  • mergers
  • Prosperity (GB) Ltd
  • AYP Financial Planning Ltd

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 …

L-R: Chris Kenny of Evelyn Partners and Richard Whitehead of Dart Capital

Evelyn acquires £750m AUM wealth manager Dart

Details
01 September 2023
  • regulation
  • City of London
  • mergers
  • Evelyn Partners
  • Dart Capital

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.

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Liontrust CEO John Ions

Liontrust offer for GAM is rejected

Details
24 August 2023
  • Liontrust
  • GAM
  • mergers

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

Read more …

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