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  • Chartered Planner acquires Kent IFA firm

    Emyr Blease

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

    Oxford Risk website

  • Recruiter launches M&A service for adviser firms

    BWD M&A

  • Glasgow Financial Planner PPM to join Evelyn Partners

    Richard Dawes of Evelyn Partners

  • Lumin Wealth acquires £85m AUM Essex adviser

    Martin Cotter of Lumin

  • STM Group agrees to £41m takeover bid

    STM Group website

  • Marlborough buys stake in Chartered Planner firm

    Truly Independent website

  • Liverpool’s Millen Capital team to join Evelyn

    Millen Capital founder Angus Millen

  • £41m bid for STM extended for second time

    STM Group website

  • Loyal North buys South East Chartered Planner’s firm

    Loyal North website

  • Liontrust offer for GAM is rejected

    Liontrust CEO John Ions

  • Evelyn acquires £750m AUM wealth manager Dart

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

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

    Perspective CEO Ian Wilkinson

  • Swedish wealth manager buys stakes in 3 adviser firms

    Söderberg & Partners UK website

  • Mattioli arm buys £53m AUM Opus Wealth

    Ludlow CEO Ian Hemingway

  • Wealth manager parent buys HNW client tax adviser

    DSW Wealth Planning LLP

  • Titan Wealth buys £630m AUM North East IFA Prism

    Titan CEO Andrew Fearon

  • Acquisitive new group MRW acquires 3 adviser firms

    Merlin Wealth Planning - one of the three firms being acquired

  • Perspective notches up 75th adviser acquisition

    Perspective CEO Ian Wilkinson

  • Progeny acquires 4-office Scottish Chartered Planner firm

    Carbon Financial Partners MD Gordon Wilson

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