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  • Chartered Planner to be MD of £1bn FUM business

    Tom Barnett
  • Goldman Sachs may take Nucleus stake - reports

    Goldman Sachs provides a number of services including consumer and wealth management
  • Fairstone boosts M&A team with new hires  

    L-R: Lee Hartley and Steve McNicol
  • Perspective snaps up 4 adviser firms

    Perspective CEO Ian Wilkinson
  • Kreston Reeves acquires Kent Financial Planning firm

    Kreston MD Tom Barnett
  • North West Planner makes first acquisition  

    L-R: Simon Booth and Ray Boucher
  • Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn

    Brewin Dolphin CEO Robin Beer
  • Liontrust finalises £120m takeover of rival Majedie

    Liontrust CEO John Ions
  • National accountant acquires veteran IFA firm

    MHA Caves website
  • Mattioli wealth arm acquires £80m Financial Planner 

    Ian Hemingway of Ludlow
  • Kingswood buys Lincolnshire IFA for £421,000

    Kingswood website
  • TEAM buys Jersey wealth manager for £2.5m

    TEAM website
  • Brooks Macdonald to acquire £250m Midlands IFA

    Integrity Wealth Solutions
  • Old Mill expands with South West deal 

    Kevin Whitmarsh
  • US private equity firm acquires UK wealth manager 

  • Morningstar to rename Praemium after £35m takeover 

    Morningstar website
  • Wren Sterling snaps up Critchleys Financial Planning 

    Wren Sterling website
  • Progeny acquires Scottish Chartered Financial Planner

    Neil Moles
  • Private equity firm FPE invests in Dynamic Planner

    Dynamic Planner CEO Ben Goss
  • Clifton AM snaps up Aberdeen wealth firm 

    Anthony Carty
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