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  • UBS acquires US robo-adviser Wealthfront for £1bn

    Wealthfront will become a wholly owned subsidiary of UBS
  • Succession buys £175m AUM Oxford IFA

    Succession Wealth has acquired The Oxford Advisory Partnership in an all-cash deal
  • Kingswood snaps up Yorkshire IFA for £2.5m

    Allotts Financial Services' website
  • Lloyds buys Embark for £390m and plans D2C move

    Jackie Leiper, pensions stockbroking and distribution director at Lloyds Banking Group, has now been appointed as CEO of Embark.
  • Scottish wealth manager makes fourth acquisition

    John Home and Chris Tweed
  • Perspective acquires £160m Warwickshire Planner

    Ian Wilkinson, CEO of Perspective, said the firm aims to be the acquirer of choice of Financial Planning firms
  • Kingswood buys Essex IFA for £15.3m

    Kingswood UK CEO David Lawrence
  • Kingswood acquires Hampshire adviser in £3.6m deal

    David Lawrence, UK CEO at Kingswood
  • M&G acquires TCF Investment to launch MPS

    Shanti Keleman, CIO of M&G Wealth
  • Fairstone hits £100m revenues with 3rd acquisition of 2022

    Lee Hartley, CEO at Fairstone
  • Progeny buys RU Group in “highly significant” deal

    Neil Moles, CEO of Progeny
  • AssetCo buys Edinburgh asset manager for £2.8m

    Martin Gilbert, chairman of AssetCo
  • Verso acquires £150m HNW wealth manager

    The acquisition is the second for Verso this year
  • Unique acquires fellow Openwork network Planner

    Unique Financial Planning's website
  • Westerby acquires SIPP administrator CPPL

    Les McLintic, group chairman at Westerby
  • Amber River acquires £380m Chartered Planner

    Amber River was formerly known as Socium Group
  • River & Mercantile shareholders back AssetCo takeover

    River & Mercantile's website
  • PE firm injects £100m funding into Foster Denovo

    Roger Brosch, CEO of Foster Denovo
  • Saltus acquires £160m AUM Hertfordshire wealth manager

    Saltus' website
  • Allfunds to acquire Web Financial for £120m

    Allfunds' website
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