Financial planning firm snaps up UK advice company
Acquisition adds £1.5bn in assets under management
Author: Robbie Lawther
-
-
FCA enforcement activity drops in last financial year
Cases opened against firms and individuals fell by 67% and 33%, respectively
-
STM Group agrees to ‘possible cash offer’ to sell business
Discussions about a deal ‘are at a very early stage’
-
UK eyes ‘evolutionary’ change to pensions market with reforms
As DWP launches consultation about ending the proliferation of deferred small pension pots
-
DL Holdings to acquire 55% stake in family office
After it bought 45% in January 2023
-
IFA company boosts UK footprint with acquisition
Deal adds £323m in assets under management
-
Rothschild family steps up bid to take financial services giant private
As holding company buys 8.2 million shares of Paris-listed group
-
Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
-
Lombard Odier opens office in Zug
Following demand for more wealth management services in the region
-
Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022
-
Private banking group partners with BlackRock
Deal will give it access to the asset manager’s set of investment tools, products and solutions
-
PE firm joins forces with Swiss wealth manager to launch Singapore MFO
It will be headed up by a former Pictet Private Wealth veteran