UK advice firm buys Midlands-based company
Acquirer will now have two offices across Britain
M&A Deals
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Financial planning group acquires Welsh advice firm
Deal increases its funds under management to over £900m
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Scottish IFA firm undergoes management buyout
In a bid to take the business into ‘a new era’
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SJP partner firm completes first acquisition of 2023
Deal takes its assets under management to around £500m
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IFA consolidator bags £15m for M&A spree
As the company targets over £1bn in AuA within the next 18 months
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Financial services group buys Irish advice firm
Following its merger with a Dublin-based company last year
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Fairstone makes second acquisition of 2023
Deal adds £200m in funds under management to the group
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Assetco pockets India-based asset manager for £4.1m
Firm believes in the ‘long-term potential’ of the country
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Global wealth manager in talks to sell UK operation
Company is working with an investment bank to discuss strategic options for the business
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US in the news: Lazard AM buys advice firm
A round-up of people moves and M&A deals across North America
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Progeny to acquire financial planning firm Gibbs Denley
A deal which will take AuM to more than £7.5bn
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Kingswood and Stonehage Fleming deals get over the line
As private equity firm get regulatory nod to take majority stake in Boston Multi Family Office