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Perspective snaps up 3 adviser firms - adding £250m AUM

Fast-growing wealth manager and Financial Planner Perspective has made three new acquisitions, adding £250m in AUM and boosting its total number of adviser firm takeovers so far this year to 15.


Evelyn acquires £750m AUM wealth manager Dart

Wealth manager and Financial Planner Evelyn Partners has completed its takeover of City of London-based Dart Capital, a boutique wealth manager with £750m in assets under management and 19 staff.


Liontrust offer for GAM is rejected

GAM shareholders have rejected an offer for the company from Liontrust Asset Management.


Loyal North buys South East Chartered Planner’s firm

Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.