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  • Broadstone to acquire York consulting actuary

    Broadstone website
  • NatWest acquires fintech Cushon for £144m

    Cushon website
  • Craven Street buys London Chartered Planner

    Craven Street MD Tom Barnett
  • Progeny to buy 3-office Chartered Planner

    Progeny CEO Neil Moles
  • UBS to acquire troubled Credit Suisse

    UBS logo
  • Perspective acquires 3 adviser firms

    Perspective CEO Ian Wilkinson
  • Clifton AM acquires Midlands Chartered Planner firm

    Anthony Carty of Clifton AM
  • Nexus sold for £500,000 after FCA restricts firm

    Nexus website
  • Progeny hires new UK MD in shake up

    Progeny's new UK MD Caroline Hawkesley
  • Evelyn acquires 40-staff Cambridge firm

    Left-to-right: Tom Gallop (Ashcroft), Adrian Wilson (Ashcroft), Tom Shave (Evelyn Partners), Giles Murphy (Evelyn Partners) and Dominic Anthony (Ashcroft)
  • Rathbones and Investec's Wealth arm to merge

    L-R: Iain Hooley, chief executive designate, Investec W&I UK; Paul Stockton, group chief executive, Rathbones Group Plc and Fani Titi, Investec group chief executive
  • Moore Kingston buys specialist Financial Planner

    Moore Kingston Smith LLP website
  • Mattioli buys Northern Ireland Planner for £15m

    Doherty's website
  • Chartered Planner acquires Kent IFA firm

    Emyr Blease
  • Wealth manager M&A soars to £137bn in 2022

    Oxford Risk website
  • Recruiter launches M&A service for adviser firms

    BWD M&A
  • Glasgow Financial Planner PPM to join Evelyn Partners

    Richard Dawes of Evelyn Partners
  • Lumin Wealth acquires £85m AUM Essex adviser

    Martin Cotter of Lumin
  • STM Group agrees to £41m takeover bid

    STM Group website
  • Marlborough buys stake in Chartered Planner firm

    Truly Independent website
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