Acquisitive Financial Planning group Perspective has acquired three more adviser firms, adding 290 households as clients and £70m assets under management (AUM) to the group.
Read more ...Clifton AM acquires South Wales financial adviser
- Monday, 10 October 2022
- Articles
Bristol-based Clifton Asset Management has acquired Caerphilly-based financial advisers Mark Philips Ltd, boosting Clifton's assets under management (AUM) to over £1bn.
Read more ...European PE firm buys Ascot Lloyd from US owner
- Monday, 03 October 2022
- Articles
European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.
Read more ...Brooks Macdonald buys Manchester Planner
- Friday, 30 September 2022
- Articles
Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.
Read more ...RBC completes £1.6bn takeover of Brewin Dolphin
- Tuesday, 27 September 2022
- Articles
Royal Bank of Canada today completed its £1.6bn takeover of wealth manager and Financial Planner Brewin Dolphin with the company now renamed RBC Brewin Dolphin.
Read more ...Mattioli Woods reports 73% jump in revenue
- Tuesday, 13 September 2022
- Articles
SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.
Read more ...New wealth manager Solomon buys 34-adviser firm
- Monday, 05 September 2022
- Articles
Newly-launched wealth manager Solomon Capital Holdings has made its second major acquisition in three months with a deal to buy 34-adviser national Financial Planning firm Gale and Phillipson.
Read more ...Kingswood hires 2 advisers in recruitment push
- Wednesday, 17 August 2022
- Articles
Fast growing Financial Planning group Kingswood has hired two experienced advisers for its London and Kent offices.
Read more ...David Lawrence: I am laser-focused on building Kingswood
- Wednesday, 10 August 2022
- Articles
Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.
Read more ...Expansion plans for IFA My Pension Expert
- Wednesday, 03 August 2022
- Articles
At-retirement IFA My Pension Expert (MPE) has received FCA approval to accept a “significant investment” from Palatine Private Equity to fund its expansion plans.
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