Fairstone acquires financial planning company
Deal adds over 1,300 clients and more than £170m in funds under management
Fairstone
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Fairstone enters Irish advice market with M&A deal
It is the group’s fifth acquisition of the year
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PEOPLE MOVES: Quintet PB, Vam Funds, Fairstone
Private bank names CEO, as investment manager hires ex-Quilter International global sales director
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Fairstone makes fourth acquisition of 2022
Deal adds over £135m in funds under management and 10 advisers to the group
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Fairstone expands DBO acquisition programme
Firms will be able to tap into its funds to make local M&A deals
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PEOPLE MOVES: Fairstone, Novia, Stonehage Fleming
Financial planning firm makes c-suite change, as platform hires strategic partnerships director
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UK financial planning group makes 50th acquisition
It will target ‘some select new geographies’ with future deals
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UK financial planning firm makes double acquisition
Deals add around £250m in funds under management
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PEOPLE MOVES: HSBC AM, M&G, Julius Baer
Asset manager names APAC and Hong Kong CEO, while UK firm hires first CIO
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UK financial planning group buys Hampshire advice company
Deal adds more than £850m in funds under management
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Financial planning firm in M&A talks with 45 advice businesses
Company’s acquisition model ‘is continuing to deliver exceptional results and to drive growth’
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Fairstone adds junior finance academy to teach kids
Industry needs to ‘prepare’ for the younger generation to have more disposable money