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  • 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

  • STM Group website

    STM Group agrees to £41m takeover bid

  • Truly Independent website

    Marlborough buys stake in Chartered Planner firm

  • Millen Capital founder Angus Millen

    Liverpool’s Millen Capital team to join Evelyn

  • STM Group website

    £41m bid for STM extended for second time

  • Loyal North website

    Loyal North buys South East Chartered Planner’s firm

  • Liontrust CEO John Ions

    Liontrust offer for GAM is rejected

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

    Evelyn acquires £750m AUM wealth manager Dart

  • Perspective CEO Ian Wilkinson

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

  • Söderberg & Partners UK website

    Swedish wealth manager buys stakes in 3 adviser firms

  • Ludlow CEO Ian Hemingway

    Mattioli arm buys £53m AUM Opus Wealth

  • DSW Wealth Planning LLP

    Wealth manager parent buys HNW client tax adviser

  • Titan CEO Andrew Fearon

    Titan Wealth buys £630m AUM North East IFA Prism

  • Merlin Wealth Planning - one of the three firms being acquired

    Acquisitive new group MRW acquires 3 adviser firms

  • Perspective CEO Ian Wilkinson

    Perspective notches up 75th adviser acquisition

  • Carbon Financial Partners MD Gordon Wilson

    Progeny acquires 4-office Scottish Chartered Planner firm

  • Fairstone CEO Lee Hartley

    Fairstone to buy £120m AUM Chartered Planner

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