UK financial planning firm becomes employee-owned
18 staff members now retain 60% of the company
M&A Deals
-
-
Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
-
Networks are the ‘future’ of the financial advice industry
As Consumer Duty will place significant pressure on smaller firms
-
UK watchdog launches inquiry into Nucleus/Curtis Banks deal
It wants comments on the transaction from any interested party by 2 August
-
GAM investors aim to scupper Liontrust takeover bid with rival offer
Offer at a 29.1% premium to the fund manager’s proposal
-
Caledonia to kick-start 7IM sale process – reports
Rumoured to have given prospective buyers until the end of July to table offers
-
Close Brothers reportedly eyes sale of wealth management arm
Firm refused to comment
-
16% surge in UK financial services M&A deals
160 were made in the first half of 2023
-
Financial planning firm snaps up UK advice company
Acquisition adds £1.5bn in assets under management
-
UK financial advice firm makes eighth acquisition
Following the appointment of Gabrielle Beaumont as CEO
-
STM Group agrees to ‘possible cash offer’ to sell business
Discussions about a deal ‘are at a very early stage’
-
DL Holdings to acquire 55% stake in family office
After it bought 45% in January 2023