Perspective adds £190m AUM with two acquisitions
- Friday, 05 January 2024
- Articles
Fast-growing wealth manager and Financial Planner Perspective Financial Group completed two more acquisitions shortly before the Christmas break, adding £190m AUM to the firm.
Read more...Wealth manager buys 3rd Planner firm in £2.4m deal
- Wednesday, 27 December 2023
- Articles
Jersey-based wealth manager and financial services group TEAM plc has acquired its third Financial Planning business, it announced today.
Read more...FCA warns firms on selling client banks
- Wednesday, 20 December 2023
- Articles
The FCA has warned that it will intervene on the sale of client banks if selling firms fail to make clear any redress liabilities.
Read more...Atomos buys 2 regional adviser firms
- Tuesday, 19 December 2023
- Articles
Financial planning-led wealth manager Atomos is continuing on the acquisition trail with the takeover of two regional advice firms.
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