Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.
Read more ...Financial Planner Boosst moves to employee ownership
- Monday, 28 October 2024
- Articles
Milton Keynes-based Financial Planning firm Boosst is transitioning to an Employee Ownership Trust (EOT), the so-called John Lewis model.
Read more ...Titan Wealth buys £7.9bn AUM Channel Islands firm
- Thursday, 24 October 2024
- Articles
Titan Wealth has signed a deal to acquire £7.9bn AUM Channel Islands wealth manager Ravenscroft Investments Limited.
Read more ...Söderberg & Partners takes stakes in 4 adviser firms
- Monday, 21 October 2024
- Articles
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in four IFA firms as it continues it strategy of taking stakes in UK adviser firms.
Read more ...Perspective makes 4 acquisitions
- Wednesday, 16 October 2024
- Articles
Fast growing Financial Planning group Perspective has completed four new acquisitions, pushing its total number of takeovers to 15 this year and adding £350m in assets under advice.
Read more ...Close Bros sells wealth management arm for £200m
- Thursday, 19 September 2024
- Articles
Close Brothers Group has sold its Close Brothers Asset Management (CBAM) wealth management arm to private equity firm Oaktree Capital Management for £200m.
Read more ...Azets snaps up Scottish Financial Planner
- Friday, 30 August 2024
- Articles
International wealth manager, Financial Planner and professional services firm Azets has acquired Scottish Financial Planner and chartered accountancy firm Milne Craig in a major deal for the financial services sector north of the border.
Read more ...Hargreaves Lansdown accepts £5.4bn takeover bid
- Friday, 09 August 2024
- Articles
After several delays, platform provider Hargreaves Lansdown (HL) has today accepted a £5.4bn consortium offer for the company.
Read more ...Evelyn to acquire 3 Northern offices from Haines Watts
- Thursday, 01 August 2024
- Articles
Wealth manager and professional services provider Evelyn Partners is to acquire three offices and 150 staff from Northern accountancy firm Haines Watts.
Read more ...Redmayne completes takeover of failed Blankstone
- Thursday, 18 July 2024
- Articles
Long-established wealth manager and stockbroker Redmayne Bentley has completed the acquisition of the client assets of failed Liverpool wealth manager and stockbroker Blankstone Sington.
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