Chartered Financial Planner Craven Street Wealth has completed its acquisition of Punter Southall Aspire’s Financial Planning division which was announced in January.
Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.
Nationwide Building Society is to buy Virgin Money for £2.9bn to create a combined business serving 22.6m customers.
Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.
Wealth manager Waverton is to merge with rival London & Capital to form a £17bn AUM wealth management business.
Expanding Financial Planner and wealth manager MKC Wealth has acquired London-based Financial Planning Firm Wealth for Women for an undisclosed sum.
Virgin Money is to buy Abrdn’s 50% stake in their joint venture called Virgin Money Investments.
The number of Certified Financial Planner professional worldwide rose by 5.1% in 2023 to reach an all time record of 223,770.
Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.
Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.
Page 7 of 36