London-based Waverton Investment Management Group has expanded its Financial Planning interests with the acquisition today of Scottish wealth manager and Financial Planner Cornerstone Asset Management.
Read more ...Fidelius and deVere launch joint UK planning venture
- Tuesday, 13 April 2021
- Articles
International wealth manager deVere Group has set up a “strategic partnership” with UK Financial Planner Fidelius Group to serve expats returning to the UK.
Read more ...M&G Wealth hires acquisition director from Loyal North
- Tuesday, 13 April 2021
- Articles
M&G Wealth has appointed Tim Clark from Financial Planning and IFA network Loyal North to be its first recruitment and acquisition director.
Read more ...Mattioli buys local Financial Planner in £7m deal
- Tuesday, 13 April 2021
- Articles
Wealth manager and SIPP provider Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.
Read more ...Tilney S&W hunts for new chairman - reports
- Monday, 12 April 2021
- Articles
Financial Planner and wealth manager Tilney Smith & Williamson is hunting for a new chairman, Sky News has reported.
Read more ...Andrews joins Openwork Partnership
- Tuesday, 06 April 2021
- Articles
Andrews Property Group has joined the Openwork Partnership network following its recent rebrand.
Read more ...IWP acquires 3 Planner firms as expansion continues
- Thursday, 01 April 2021
- Articles
Independent Wealth Planners (IWP) has acquired 3 Financial Planning firms, increasing its number of acquisitions to 22 since its launch two years ago.
Read more ...M&G dumps Ascentric and Pru FP brands
- Wednesday, 31 March 2021
- Articles
M&G Wealth has axed the brand names of its recently-acquired wealth platform Ascentric and its advice business Prudential Financial Planning (PFP) to bring the businesses under the M&G Wealth name.
Read more ...Lumin Wealth acquires Herts IFA firm
- Wednesday, 31 March 2021
- Articles
St Albans-based Lumin Wealth has acquired nearby IFA firm Chamberlain Stean and West for an undisclosed sum.
Read more ...FCA to open door to more SPAC takeovers
- Wednesday, 31 March 2021
- Articles
The FCA confirmed today that it will consult on better protection for investors when Special Purpose Acquisitions Companies (SPACs) are used as takeover vehicles.
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