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  • Simon Cogman-Hellier

    Radiant expands in North with Yorkshire acquisition

  • Evelyn Partners logo

    Evelyn boosts Northern footprint with acquisition 

  • Broadstone website

    Broadstone to acquire York consulting actuary

  • Cushon website

    NatWest acquires fintech Cushon for £144m

  • Craven Street MD Tom Barnett

    Craven Street buys London Chartered Planner

  • Progeny CEO Neil Moles

    Progeny to buy 3-office Chartered Planner

  • UBS logo

    UBS to acquire troubled Credit Suisse

  • Perspective CEO Ian Wilkinson

    Perspective acquires 3 adviser firms

  • Anthony Carty of Clifton AM

    Clifton AM acquires Midlands Chartered Planner firm

  • Nexus website

    Nexus sold for £500,000 after FCA restricts firm

  • Progeny's new UK MD Caroline Hawkesley

    Progeny hires new UK MD in shake up

  • Left-to-right: Tom Gallop (Ashcroft), Adrian Wilson (Ashcroft), Tom Shave (Evelyn Partners), Giles Murphy (Evelyn Partners) and Dominic Anthony (Ashcroft)

    Evelyn acquires 40-staff Cambridge firm

  • L-R: Iain Hooley, chief executive designate, Investec W&I UK; Paul Stockton, group chief executive, Rathbones Group Plc and Fani Titi, Investec group chief executive

    Rathbones and Investec's Wealth arm to merge

  • Moore Kingston Smith LLP website

    Moore Kingston buys specialist Financial Planner

  • Doherty's website

    Mattioli buys Northern Ireland Planner for £15m

  • Emyr Blease

    Chartered Planner acquires Kent IFA firm

  • Oxford Risk website

    Wealth manager M&A soars to £137bn in 2022

  • BWD M&A

    Recruiter launches M&A service for adviser firms

  • Richard Dawes of Evelyn Partners

    Glasgow Financial Planner PPM to join Evelyn Partners

  • Martin Cotter of Lumin

    Lumin Wealth acquires £85m AUM Essex adviser

Page 14 of 17

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