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  • True Potential website

    Cinven swoops on True Potential

  • Sanlam website

    Ascot Lloyd owner acquires Sanlam Wealth for £140m

  • 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.

    Expect more US PE-financed Planner deals in 2022

  • Roger Brosch, CEO of Foster Denovo

    PE firm injects £100m funding into Foster Denovo

  • Nigel Stockton, CEO of Ascot Lloyd

    Change in Private Equity owners for Ascot Lloyd

  • Both platforms will be combined under the Wealthtime brand

    New owner to combine Novia and Wealthtime brands

  • The number of single-family offices has risen over 40% since 2008

    UHNW investors stepping into SME investment

  • Dynamic Planner CEO Ben Goss

    Private equity firm FPE invests in Dynamic Planner

  • Hurst Point Group was launched in 2019 to manage investments by private equity firm The Carlyle Group in the UK wealth sector

    Private equity-backed firm acquires Metis Wealth

  • Saltus' website

    Private Equity firm PCP takes majority stake in Saltus

  • Simon Cogman-Hellier

    Radiant expands in North with Yorkshire acquisition

  • Clients are encouraged to develop a family charter

    Leeds private equity firm launches family office

  • Foster Denovo website

    Foster Denovo AUM climbs 9% to £1.2bn

  • Andrew Fearon, joint CEO and head of M&A at Titan Wealth

    Private equity firm to acquire Titan Wealth

  • Ian Wilkinson, CEO at Perspective

    Perspective teams up with new private equity owners

  • Mattioli Woods CEO Ian Mattioli

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

  • Mattioli Woods website

    £432m takeover of Mattioli Woods moves ahead

  • HL HQ in Bristol

    Hargreaves Lansdown rebuffs £5bn takeover bid

  • Andrew Megson, CEO of My Pension Expert

    IFA hits £1bn in assets with acquisition of Tenet&You

  • HL HQ

    Private equity group pushes up Hargreaves Lansdown offer

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