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  • Nine Edge snaps up £340m AUM Wealth Professional

    Recently launched wealth management and Financial Planning firm Nine Edge Wealth has acquired adviser firm Wealth Professional for an undisclosed amount.

  • Vintage snaps up £400m AUA Buckinghamshire adviser

    London wealth manager Vintage has acquired Buckinghamshire-based Financial Management Independent Financial Advice (FMIFA) for an undisclosed amount.

  • The Private Office acquires £100m AUM Leeds Planner

    Wealth manager The Private Office has acquired Leeds-based Financial Planning firm HEB Wealth, for an undisclosed amount.

  • Clifton adds Essex Planner firm in 3rd acquisition this year

    Clifton Wealth Partnership has acquired Essex-based Financial Planning firm Cutting & Carter for an undisclosed sum.

  • Team acquires Guernsey Financial Planner for £800,000

    Jersey-based wealth manager Team plc has acquired Guernsey-based Financial Planning business EPIC Funds Services Guernsey for £800,000.

  • Consolidator Absolute acquires Devon IFA

    IFA consolidator Absolute Financial Group has acquired Devon IFA HR Independent Financial Services for an undisclosed sum.

  • BRI Wealth acquires £50m AUM West Midlands firm

    Coventry-based BRI Wealth Management has completed its acquisition of financial advisory firm West Midlands Wealth Management, for an undisclosed amount.

  • Swiss wealth manager acquires fintech and investment firm Saxo

    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 Chartered Planner acquires £10m AUM Wilmslow firm

    Manchester-based Financial Planner and wealth manager Suttons Independent Financial Advisors has acquired Wilmslow-based KSP Financial for an undisclosed amount.

  • Scottish Widows Europe sold to Chesnara for £96m

    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).

  • US investment house Nuveen to acquire Schroders for £9.9bn

    Richard Oldfield, CEO of Schroders, will remain with the firm

    Schroders has agreed to a takeover by US investment manager Nuveen in a deal worth £9.9bn ($13.5bn).

  • Söderberg expands in UK HNW market with Artorius stake

    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.

  • Evelyn Partners sold to NatWest for £2.7bn

    Private equity-owned wealth manager and Financial Planner Evelyn Partners has been sold to banking giant NatWest for £2.7bn, subject to regulatory approval.

  • Benchmark adds £450m with pair of adviser acquisitions

    Ed Dymott, CEO of Benchmark

    Financial Planning solutions provider Benchmark Capital, owned by Schroders, has acquired two advice businesses Caroline Banks & Associates (CB&A) and Verum Financial LLP (Verum).

  • Clifton Wealth expands in Scotland with 2 acquisitions

    Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired two Scottish Financial Planning firms, for undisclosed amounts.

  • Titan Wealth completes £6.9bn AUA IWP acquisition

    Andrew Fearon, joint group CEO and head of M&A at Titan Wealth

    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.

  • Wren Sterling acquires £265m AUA Gloucester adviser

    James Twining, CEO of Wren Sterling

    Expanding national Financial Planning firm Wren Sterling has acquired Gloucester-based financial advice firm Brunsdon Financial bringing £265m of assets under advice.

  • Titan acquires £600m AUA Devon Planner

    Paul Meatyard and Stephen Murphy of Sound Financial with Titan Wealth's Andrew Fearon

    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 takes stake in The Private Office

    The Private Office's website

    Goldman Sachs Alternatives is to invest in Chartered Financial Planning firm The Private Office, becoming a minority shareholder.

  • Fintel snaps up £11m market pricing business

    Fintel website

    Fintech and adviser support services firm Fintel has splashed out £11m to buy Pearson Ham Group’s market pricing business.

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