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  • Cinven swoops on True Potential

    True Potential website
  • Ascot Lloyd owner acquires Sanlam Wealth for £140m

    Sanlam website
  • Expect more US PE-financed Planner deals in 2022

    New Financial Planning group One Four Nine launched in October with the acquisition of Charter Financial Planning and Riche Whatmough Crozier, backed by private equity house Copper Street Capital.
  • PE firm injects £100m funding into Foster Denovo

    Roger Brosch, CEO of Foster Denovo
  • Change in Private Equity owners for Ascot Lloyd

    Nigel Stockton, CEO of Ascot Lloyd
  • New owner to combine Novia and Wealthtime brands

    Both platforms will be combined under the Wealthtime brand
  • UHNW investors stepping into SME investment

    The number of single-family offices has risen over 40% since 2008
  • Private equity firm FPE invests in Dynamic Planner

    Dynamic Planner CEO Ben Goss
  • Private equity-backed firm acquires Metis Wealth

    Hurst Point Group was launched in 2019 to manage investments by private equity firm The Carlyle Group in the UK wealth sector
  • Private Equity firm PCP takes majority stake in Saltus

    Saltus' website
  • Radiant expands in North with Yorkshire acquisition

    Simon Cogman-Hellier
  • Leeds private equity firm launches family office

    Clients are encouraged to develop a family charter
  • Foster Denovo AUM climbs 9% to £1.2bn

    Foster Denovo website
  • Private equity firm to acquire Titan Wealth

    Andrew Fearon, joint CEO and head of M&A at Titan Wealth
  • Perspective teams up with new private equity owners

    Ian Wilkinson, CEO at Perspective
  • PE firm Pollen Street to buy Mattioli Woods for £432m

    Mattioli Woods CEO Ian Mattioli
  • £432m takeover of Mattioli Woods moves ahead

    Mattioli Woods website
  • Hargreaves Lansdown rebuffs £5bn takeover bid

    HL HQ in Bristol
  • IFA hits £1bn in assets with acquisition of Tenet&You

    Andrew Megson, CEO of My Pension Expert
  • Private equity group pushes up Hargreaves Lansdown offer

    HL HQ

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