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  • PE firm Pollen Street to buy Mattioli Woods for £432m

    Mattioli Woods CEO Ian Mattioli
  • Craven Street absorbs Punter Southall Financial Planning arm

    Tom Barnett of Craven Street Wealth
  • Wren Sterling strikes first takeover deal of 2024

    Wren Sterling CEO James Twining
  • Fidelius CEO steps down as Swedes’ stake approved

    Outgoing Fidelius CEO Jim Grant
  • Titan Wealth snaps up £4bn AUM Bristol Planner Aspira

    Aspira website
  • Valuations for IFA businesses drop

    Gunner & Co website
  • Redmayne to acquire Blankstone Sington client assets

    Redmayne Bentley website
  • £432m takeover of Mattioli Woods moves ahead

    Mattioli Woods website
  • Janus Henderson acquires 2 firms

    Janus Henderson website
  • Titan Wealth buys London HNW adviser Wigmore

    William Orenstein
  • North West Planner buys local IFA firm

    Foresight Wealth website
  • Hargreaves Lansdown rebuffs £5bn takeover bid

    HL HQ in Bristol
  • Canaccord Genuity snaps up £900m AUM Chartered Planner

    David Esfandi, CEO of CGWM UK
  • NatWest to buy Sainsbury’s Bank for £2.5bn

    NatWest Birmingham branch
  • STM profits tumble 72% amid prolonged takeover

    STM website
  • Tavistock confirms bid speculation

    Tavistock brand
  • Fintel pays £14.6m in cash upfront for Threesixty  

    Fintel join CEO Neil Stevens
  • Wren Sterling buys £200m AUM Kent Financial Planner

    L-R: David Baker and John Austin
  • Redmayne completes takeover of failed Blankstone

    Redmayne Bentley website
  • Evelyn to acquire 3 Northern offices from Haines Watts

    L-R: David Fort (Haines Watts), Rick Chana (Evelyn Partners),  Donna Bulmer (Haines Watts), Antony Sassen (Haines Watts), Tom Shave (Evelyn Partners), James Sutton (Haines Watts), Fiona Cresswell (Haines Watts) and Jonathan Scott (Haines Watts)

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