Recently launched wealth management and Financial Planning firm Nine Edge Wealth has acquired adviser firm Wealth Professional for an undisclosed amount.
London wealth manager Vintage has acquired Buckinghamshire-based Financial Management Independent Financial Advice (FMIFA) for an undisclosed amount.
Wealth manager The Private Office has acquired Leeds-based Financial Planning firm HEB Wealth, for an undisclosed amount.
Clifton Wealth Partnership has acquired Essex-based Financial Planning firm Cutting & Carter for an undisclosed sum.
Jersey-based wealth manager Team plc has acquired Guernsey-based Financial Planning business EPIC Funds Services Guernsey for £800,000.
IFA consolidator Absolute Financial Group has acquired Devon IFA HR Independent Financial Services for an undisclosed sum.
Coventry-based BRI Wealth Management has completed its acquisition of financial advisory firm West Midlands Wealth Management, for an undisclosed amount.
Wealth manager and private bank J. Safra Sarasin Group, has acquired a majority stake in fintech bank and investment firm Saxo Bank for an undisclosed sum.
Manchester-based Financial Planner and wealth manager Suttons Independent Financial Advisors has acquired Wilmslow-based KSP Financial for an undisclosed amount.
Life and pensions business Chesnara has agreed to acquire Luxembourg-based closed life insurance business Scottish Widows Europe from Lloyds Bank subsidiary Scottish Widows for €110m (£95.98m).
Schroders has agreed to a takeover by US investment manager Nuveen in a deal worth £9.9bn ($13.5bn).
Swedish wealth manager Söderberg & Partners has made what it calls a “significant investment” in Artorius Wealth Limited, but has not revealed the size of the investment.
Private equity-owned wealth manager and Financial Planner Evelyn Partners has been sold to banking giant NatWest for £2.7bn, subject to regulatory approval.
Financial Planning solutions provider Benchmark Capital, owned by Schroders, has acquired two advice businesses Caroline Banks & Associates (CB&A) and Verum Financial LLP (Verum).
Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired two Scottish Financial Planning firms, for undisclosed amounts.
Wealth manager and Financial Planner Titan Wealth has competed its acquisition of IWP, adding £6.9bn of client assets and bringing the firm’s total assets to £44bn.
Expanding national Financial Planning firm Wren Sterling has acquired Gloucester-based financial advice firm Brunsdon Financial bringing £265m of assets under advice.
Wealth manager and Financial Planner Titan Wealth has acquired £600m AUA Plymouth-based Financial Planning firm Sound Financial Management Limited, for an undisclosed amount.
Goldman Sachs Alternatives is to invest in Chartered Financial Planning firm The Private Office, becoming a minority shareholder.
Fintech and adviser support services firm Fintel has splashed out £11m to buy Pearson Ham Group’s market pricing business.
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