Wealth manager Fairstone, which incorporates a major Chartered Financial Planning business, has fully acquired East Midlands-based Sterling Asset Management, adding 1,000 new clients.
Read more ...SJP reports 23% higher inflows as pandemic eases
- Wednesday, 26 May 2021
- Articles
Wealth manager St James's Place says gross inflows for the first five months of 2021 are set to be 23% up on the same period in 2020.
Read more ...Mattioli acquires 2 financial firms in £110m deal
- Wednesday, 26 May 2021
- Articles
Mattioli Woods has acquired a private equity firm and a major Financial Planning business in a £110m deal.
Read more ...Walker Crips to boost Financial Planning arm
- Monday, 24 May 2021
- Articles
Wealth manager Walker Crips has boosted its Financial Planning division with a raft of hires for its new Southampton office.
Read more ...FCA green lights £232m AFH takeover
- Wednesday, 19 May 2021
- Articles
The £232m takeover of Financial Planning-led wealth manager AFH Financial Group has been given the green light by the FCA.
Read more ...Novia CEO to exit after private equity takeover
- Friday, 14 May 2021
- Articles
Bill Vasilieff, CEO of £9bn platform Novia, will exit in June following the takeover of the business by private equity firm AnaCap Financial Partners.
Read more ...GWM Financial Planning rebrands as Skybound
- Thursday, 13 May 2021
- Articles
GWM Financial Planning has changed its name to Skybound Wealth Management following its acquisition by Skybound Capital in April.
Read more ...FE fundinfo snaps up cashflow firm CashCalc
- Thursday, 13 May 2021
- Articles
Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc.
Read more ...North Wales Planner opens London office
- Wednesday, 12 May 2021
- Articles
Mold-based Celtic Financial Planning has opened new offices in Canary Wharf in London as it expands its team.
Read more ...Tilney Smith & Williamson sees 6.7% rise in net flows
- Tuesday, 11 May 2021
- Articles
Wealth manager Tilney Smith & Williamson reported a 6.7% increase in net inflows to £704.1m for 2020, in its first full year financial results since the merger.
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