Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
M&A
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Brooks Macdonald International sale completes
Sale to Canaccord Genuity allows Brooks to focus on growing its core UK business ‘organically and through targeted M&A’
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Analysis: Are investors getting it wrong about the UK?
Many believe the gloom over the outlook for the country is misplaced
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Brooks Macdonald completes LIFT acquisition
Will add £1.6bn in assets under advice to Brooks Macdonald
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Brooks Macdonald seeks LSE main market listing
Brooks first listed on Aim in 2005, with the move to the main market expected to complete by the end of March
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Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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Moneyfarm acquires Willis Owen
Acquisition is the digital wealth manager’s third in the UK over the past three years
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Apax Funds to buy Evelyn Partners’ accountancy and advisory business
Will become a stand-alone business rebranded as S&W
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PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
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Succession Wealth buys Leeds-based True Wealth Group
Acquisition provides first entry into Northern Ireland
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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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HL takeover approved by Swiss Competition Commission
Private equity takeover moves closer to completion