Loyal North acquires Surrey-based IFA firm
- Monday, 22 April 2024
- Articles
Fast-growing Financial Planning and wealth management group Loyal North has completed the acquisition of New Malden, Surrey-based Whitman Fry Wealth Management Ltd for an undisclosed amount.
Read more...Söderberg takes stakes in 4 more IFA firms
- Tuesday, 16 April 2024
- Articles
Swedish wealth manager Söderberg & Partners has invested in four more IFA firms as it expands its financial advice presence in the UK.
Read more...Perspective adds £220m AUM with double acquisition
- Tuesday, 03 October 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.
Read more...Wren Sterling acquisitions add £400m AUM
- Tuesday, 19 September 2023
- Articles
Wren Sterling’s summer acquisitions have added £400m AUM to the firm after it took over Guildford-based IFA Messer & Matthews in July and in August acquired a majority stake in Cornwall-based The Stockdale Group.
Read more...