Zedra to buy global private client fiduciary firm
- Friday, 17 November 2023
- Articles
Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.
Read more...Canaccord scales up Planning ambitions with Scottish deal
- Friday, 10 November 2023
- Articles
Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.
Read more...Fairstone to buy £120m AUM Chartered Planner
- Friday, 10 November 2023
- Articles
North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.
Read more...Progeny acquires 4-office Scottish Chartered Planner firm
- Tuesday, 24 October 2023
- Articles
Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.
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