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Lucas Fettes website

Lucas Fettes buys Suffolk Chartered Financial Planners

Details
14 October 2020
  • Chartered Financial Planner
  • mergers
  • Lucas Fettes
  • Andrew Dickson

Expanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.

Read more …

MGIM website

MGIM buys Seneca to create £5bn asset manger

Details
13 October 2020
  • Asset Management
  • Seneca
  • M&A
  • mergers
  • MGIM

Momentum Global Investment Management (MGIM) has agreed to acquire Seneca, creating an asset manager with £4.7bn in assets under management.

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SKS Business Services website

Accountants with Financial Planning arms combine

Details
12 October 2020
  • takeover
  • mergers
  • SKS
  • Bailey Group
  • SKS Business Services

Two expanding regional accountancy firms with Financial Planning arms are to combine following a £20m takeover deal.

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Curtis Banks website

Curtis Banks' Talbot and Muir acquisition gains FCA approval

Details
06 October 2020
  • regulation
  • FCA
  • Curtis Banks
  • Talbot and Muir
  • mergers

The acquisition of Talbot and Muir by fellow SIPP provider Curtis Banks has satisfied its pre-conditions, including approval from the Financial Conduct Authority.

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Cavendish Online website

Fidelity acquires low cost firm Cavendish Online

Details
05 October 2020
  • Fidelity
  • Platforms
  • mergers
  • Cavendish Online
  • Ian Williams

 

Fidelity has acquired low cost financial services dealing firm Cavendish Online and will add it to its Personal Investing platform.

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7IM acquires London-based Financial Planner

Details
01 October 2020
  • 7IM
  • Partners Wealth Management
  • M&A
  • mergers

Investment platform 7IM has acquired London-based Financial Planning firm Partners Wealth Management.

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M&G Investments logo

M&G creates £28bn new wealth manager

Details
30 September 2020
  • Ascentric
  • Wealth Management
  • M&G
  • wealth manager
  • David Montgomery
  • mergers

 

Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.

Read more …

Sam Smith

Perspective appoints group acquisitions director

Details
29 September 2020
  • Attivo Group
  • Perspective Financial Group
  • M&A
  • Sam Smith
  • mergers

Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.

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LV= CEO Mark Hartigan

LV= in exclusive talks with esure owner

Details
28 September 2020
  • LV=
  • Royal London
  • takeover
  • merger
  • M&A
  • tieup
  • Bain Capital
  • mergers

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 CEO Lee Hartley

Fairstone client numbers rise to nearly 70,000

Details
23 September 2020
  • clients
  • Lee Hartley
  • Chartered Financial Planner
  • Fairstone
  • M&A
  • mergers

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 …

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