Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
M&A Deals
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Titan Wealth to acquire Ravenscroft Investments
Follows the acquisition of Ravenscroft’s UK investment management business last year
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Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’
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HL takeover approved by Swiss Competition Commission
Private equity takeover moves closer to completion
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Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
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Canaccord Genuity completes acquisition of Cantab Asset Management
Investment professionals and support staff at Cantab will keep existing roles
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Tavistock to sell two business arms to fund ‘potential future acquisitions’ and buy back shares
Some 30% of shareholders have already voted in favour of the sale to Saltus
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Close Brothers to sell asset management branch to Oaktree
The £200m deal allows Close Brothers to ‘simplify the group and focus on our core lending business’
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Brooks Macdonald acquires Norwich-based financial planner
The IFA firm has £890m in assets under advice across 1,600 personal clients
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FE fundinfo snaps-up AdviserAsset
AdviserAsset offers a range of tools for financial advisers
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Brooks Macdonald sells international arm to CGWM as it seeks to simplify business
‘We are redefining our strategy to reignite growth’, incoming CEO Andrea Montague said in the firm’s annual results
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Hargreaves Lansdown accepts £5.4bn private equity takeover
Deal expected to close in first quarter of 2025