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  • Failed SIPP firm sold to 2 competitors

    Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.

  • Financial Planner Boosst moves to employee ownership

     

    Milton Keynes-based Financial Planning firm Boosst is transitioning to an Employee Ownership Trust (EOT), the so-called John Lewis model.

  • 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 accepts £5.4bn takeover bid

    Hargreaves Lansdown HQ in Bristol

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

  • MKC Wealth acquires 2 adviser firms 

    MKC Wealth

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

  • Succession Wealth recruits new CEO from parent Aviva

    Roger Marsden

    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

  • Schroders buys £2.2bn London firm serving UHNW clients 

    Sandaire website
  • IWP acquires Sussex Financial Planner firm

    IWP's David Inglesfield
  • James Hay hires new CEO as Conway exits

    New James Hay CEO Richard Rowney
  • Newsmakers: 7IM founder on launching new venture at 65

    Newsmakers
  • Frenkel Topping shifts acquisition strategy

    Frenkel Topping website
  • Fairstone client numbers rise to nearly 70,000

    Fairstone CEO Lee Hartley
  • Perspective appoints group acquisitions director

    Sam Smith
  • M&G creates £28bn new wealth manager

    M&G Investments logo
  • 7IM acquires London-based Financial Planner

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