Fast growing wealth manager and Financial Planner Perspective Group has acquired three financial advice firms, adding a total of £515m in Assets Under Management.
Read more ...UBS to acquire troubled Credit Suisse
- Monday, 20 March 2023
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Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.
Read more ...Progeny to buy 3-office Chartered Planner
- Friday, 03 March 2023
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Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.
Read more ...Craven Street buys London Chartered Planner
- Thursday, 02 March 2023
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Expanding wealth manager and Financial Planner Craven Street Wealth has acquired London-based Chartered Bernard Barrett Associates.
Read more ...NatWest acquires fintech Cushon for £144m
- Monday, 13 February 2023
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NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.
Read more ...Broadstone to acquire York consulting actuary
- Friday, 10 February 2023
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Pensions and employee benefits firm Broadstone is to acquire York-based consulting actuaries H&C.
Read more ...Evelyn boosts Northern footprint with acquisition
- Wednesday, 08 February 2023
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Wealth manager and Financial Planner Evelyn Partners has acquired Leathers LLP, a firm of Chartered Accountants and tax specialists with offices in Newcastle and Harrogate.
Read more ...Radiant expands in North with Yorkshire acquisition
- Thursday, 02 February 2023
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Financial Planning-focused consolidator Radiant Financial Group has continued its recent expansion spree with a deal to boost its presence in the North by acquiring Doncaster-based Ethos Financial Solutions.
Read more ...Fairstone buys £450m FUM Surrey Financial Planner
- Wednesday, 01 February 2023
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Fast-growing national Financial Planning firm Fairstone has acquired Chartered firm Mantle Financial Planning in its first deal of 2023.
Read more ...Perspective snaps up Bucks Chartered Financial Planner
- Wednesday, 18 January 2023
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Fast growing Perspective Financial Group Ltd has acquired £37m AUM Bucks-based firm Ian J Hunt Chartered Financial Planners.
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