Fairstone bucks M&A downturn with record deals
- Tuesday, 29 August 2023
- Articles
Wealth manager Fairstone, which includes one of the UK's biggest Chartered Financial Planners, said it has recorded its best ever six-month period of dealmaking.
Read more...Perspective adds £310m AUM with 4 acquisitions
- Wednesday, 21 June 2023
- Articles
Wealth manager and Financial Planner Perspective has added £310m to its assets under management following the completion of four further acquisitions.
Read more...Kingswood profits up but revenues fall
- Wednesday, 24 May 2023
- Articles
Group operating profit rose 36% to £8.7m at Financial Planner and wealth manager Kingswood in 2022, according to a trading update this morning.
Read more...Wren Sterling buys 2 firms to add £330m in AUM
- Wednesday, 22 March 2023
- Articles
Fast-expanding Nottingham-based Financial Planner Wren Sterling has completed two acquisitions, Active Wealth Management and HB&O Financial Services, adding 860 clients and £330m in assets.
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