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  • Titan Wealth buys £7.9bn AUM Channel Islands firm

    Titan Wealth has signed a deal to acquire £7.9bn AUM Channel Islands wealth manager Ravenscroft Investments Limited.

  • Söderberg & Partners takes stakes in 4 adviser firms

    Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in four IFA firms as it continues it strategy of taking stakes in UK adviser firms.

  • Perspective makes 4 acquisitions

    Fast growing Financial Planning group Perspective has completed four new acquisitions, pushing its total number of takeovers to 15 this year and adding £350m in assets under advice.

  • Close Bros sells wealth management arm for £200m

    Close Brothers Group has sold its Close Brothers Asset Management (CBAM) wealth management arm to private equity firm Oaktree Capital Management for £200m.

  • Azets snaps up Scottish Financial Planner

     

    International wealth manager, Financial Planner and professional services firm Azets has acquired Scottish Financial Planner and chartered accountancy firm Milne Craig in a major deal for the financial services sector north of the border.

  • Hargreaves Lansdown HQ in Bristol

    Hargreaves Lansdown accepts £5.4bn takeover bid

    After several delays, platform provider Hargreaves Lansdown (HL) has today accepted a £5.4bn consortium offer for the company.

  • MKC Wealth

    MKC Wealth acquires 2 adviser firms 

    MKC Wealth, the expanding wealth manager, has acquired Dartford-based Gibson Lamb and Mulberry Financial of Macclesfield for undisclosed sums.

  • Roger Marsden

    Succession Wealth recruits new CEO from parent Aviva

    Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

  • Kingswood buys Surrey Chartered Financial Planner for £3.45m

  • Sandaire website

    Schroders buys £2.2bn London firm serving UHNW clients 

  • IWP's David Inglesfield

    IWP acquires Sussex Financial Planner firm

  • New James Hay CEO Richard Rowney

    James Hay hires new CEO as Conway exits

  • Newsmakers

    Newsmakers: 7IM founder on launching new venture at 65

  • Frenkel Topping website

    Frenkel Topping shifts acquisition strategy

  • Fairstone CEO Lee Hartley

    Fairstone client numbers rise to nearly 70,000

  • Sam Smith

    Perspective appoints group acquisitions director

  • M&G Investments logo

    M&G creates £28bn new wealth manager

  • 7IM acquires London-based Financial Planner

  • LV= CEO Mark Hartigan

    LV= in exclusive talks with esure owner

  • Cavendish Online website

    Fidelity acquires low cost firm Cavendish Online

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