Lumin Wealth acquires £85m AUM Essex adviser
- Monday, 03 July 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired the Big Picture Wealth Management, a financial adviser based in Ongar, Essex.
Read more...Glasgow Financial Planner PPM to join Evelyn Partners
- Thursday, 22 June 2023
- Articles
Evelyn Partners has signed a deal for the staff and clients of Glasgow-based wealth manager and Financial Planner PPM Wealth to join Evelyn.
Read more...Recruiter launches M&A service for adviser firms
- Friday, 16 June 2023
- Articles
Recruitment firm BWD has launched a mergers and acquisitions service - BWD M&A - aimed at finance advice businesses.
Read more...Wealth manager M&A soars to £137bn in 2022
- Friday, 28 April 2023
- Articles
Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).
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