Momentum Global Investment Management (MGIM) has agreed to acquire Seneca, creating an asset manager with £4.7bn in assets under management.
Read more ...Accountants with Financial Planning arms combine
- Monday, 12 October 2020
- Articles

Two expanding regional accountancy firms with Financial Planning arms are to combine following a £20m takeover deal.
Read more ...Curtis Banks' Talbot and Muir acquisition gains FCA approval
- Tuesday, 06 October 2020
- Articles

The acquisition of Talbot and Muir by fellow SIPP provider Curtis Banks has satisfied its pre-conditions, including approval from the Financial Conduct Authority.
Read more ...Fidelity acquires low cost firm Cavendish Online
- Monday, 05 October 2020
- Articles

Fidelity has acquired low cost financial services dealing firm Cavendish Online and will add it to its Personal Investing platform.
Read more ...7IM acquires London-based Financial Planner
- Thursday, 01 October 2020
- Articles

Investment platform 7IM has acquired London-based Financial Planning firm Partners Wealth Management.
Read more ...M&G creates £28bn new wealth manager
- Wednesday, 30 September 2020
- Articles

Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
Read more ...Perspective appoints group acquisitions director
- Tuesday, 29 September 2020
- Articles

Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.
Read more ...LV= in exclusive talks with esure owner
- Monday, 28 September 2020
- Articles

LV= confirmed today it is in exclusive talks with Bain Capital, the US private equity owner of esure, about a potential deal.
Read more ...Fairstone client numbers rise to nearly 70,000
- Wednesday, 23 September 2020
- Articles

Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Read more ...Newsmakers: 7IM founder on launching new venture at 65
- Tuesday, 22 September 2020
- Articles

Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.
Read more ...