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WH Ireland website

Pre-tax profit dips for WH Ireland amid tough market conditions 

Details
27 July 2022
  • profits
  • WH Ireland
  • mergers
  • Phillip Wale

Wealth manager and Financial Planner WH Ireland has reported a drop in full year pre-tax profit from £1.5m to £1.4m despite an 11% rise in revenue to £32m.

Read more …

Argentis website

Harwood becomes Argentis and buys 2 IFA firms

Details
19 July 2022
  • Harwood
  • mergers
  • Argentis Group
  • D Heaton
  • Wealth Creation & Management

 

Private equity-owned Harwood Wealth Management has acquired two adviser firms and has rebranded as Argentis Group.

Read more …

Anthony Carty

Clifton AM snaps up Aberdeen wealth firm 

Details
18 July 2022
  • Bristol
  • Clifton Asset Management
  • mergers
  • Burnett & Reid Wealth Management

Bristol-based Clifton Asset Management is to acquire Aberdeen-based wealth manager and IFA Burnett & Reid Wealth Management and is planning further deals.

Read more …

Dynamic Planner CEO Ben Goss

Private equity firm FPE invests in Dynamic Planner

Details
14 July 2022
  • Ben Goss
  • Dynamic Planner
  • private equity
  • mergers
  • FPE Capital

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.

Read more …

Neil Moles

Progeny acquires Scottish Chartered Financial Planner

Details
11 July 2022
  • Progeny Group
  • Progeny
  • Neil Moles
  • mergers
  • Balmoral Asset Management

The fast growing Financial Planning firm Progeny Group has acquired Edinburgh-based Chartered Financial Planners Balmoral Asset Management to expand its presence in Scotland.

Read more …

Wren Sterling website

Wren Sterling snaps up Critchleys Financial Planning 

Details
07 July 2022
  • Wren Sterling
  • Oxford
  • mergers
  • Critchleys Financial Planning
  • Jason McGuigan

Expanding Nottingham-based Financial Planning firm Wren Sterling Group has acquired the trade and assets of Oxford-based Critchleys Financial Planning LLP from accountancy firm Critchleys LLP for an undisclosed sum.

Read more …

Morningstar website

Morningstar to rename Praemium after £35m takeover 

Details
30 June 2022
  • Morningstar
  • Praemium
  • mergers

Financial research and investment management company Morningstar is to rename Praemium as the Morningstar Wealth Platform after its £35m acquisition of the formerly Australian-owned platform.

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US private equity firm acquires UK wealth manager 

Details
10 June 2022
  • Wealth Management
  • London
  • London & Capital
  • mergers
  • Lovell Minnick Partners

Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital. 

Read more …

Kevin Whitmarsh

Old Mill expands with South West deal 

Details
07 June 2022
  • Old Mill
  • South West
  • mergers
  • Brook Financial

Financial Planner and accountancy firm Old Mill has acquired Ilminster-based financial outsourcing firm Brook Financial as part of a long term drive to expand in the South West.

Read more …

Integrity Wealth Solutions

Brooks Macdonald to acquire £250m Midlands IFA

Details
23 May 2022
  • Brooks Macdonald
  • acquistions
  • mergers
  • Integrity Wealth

Wealth manager and Financial Planner Brooks Macdonald is to acquire Nuneaton-based Integrity Wealth (Holdings) Limited - which has £250m in funds under management - for an undisclosed sum.

Read more …

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