Hertford-based financial planner makes acquisition
Adding £40m to assets under management
M&A Deals
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M&A specialist launches series to help advisers sell their business
It will run for six weeks and is free to attend
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Progeny acquires UK IFA firm
Adding £600m of assets under management
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New UK wealth manager launches with first acquisition
Creating a regional hub in the north of England
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Wealth manager takes acquisition total for the year to 19 with latest deal
As it looks to exchange contracts on a further seven deals
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Investment manager Alquity buys fund platform
Boosting Alquity’s AUMA to over $640m
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Foster Denovo set to make another acquisition this year, CEO reveals
Following strong 2022 results bolstered by its acquisition strategy
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Latest deal takes MKC Wealth up to £1.5bn AUA
Wealth manager’s seventh acquisition of 2023
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UK advice firm acquires Yorkshire-based business
As it plans to buy more firms as part of its growth strategy
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UK wealth manager makes double acquisition
Adding £220m in assets under management
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UK financial services group buys tax advice firm
In a bid to bolster its offering for UK-resident non-doms
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Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’