IFA group makes triple acquisition
Firm has its ‘biggest ever pipeline’ of deals
Perspective Financial Group
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Perspective acquisition adds £50m to AUM
Its 51st deal since 2008 and the group has “a very good pipeline” for more M&A
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IFA company makes four acquisitions
Deals add £335m in assets under management
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Financial planning group acquires IFA company
As it hires a senior manager from Chase De Vere to become regional operations director
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UK wealth firm makes eighth M&A deal of 2021
It adds £55m AUM to the group
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IFA company completes seventh M&A deal of 2021
Retiring adviser says ‘it is increasingly challenging to run’ a small business in the industry
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IFA firm completes four acquisitions
Deals add 600 clients and £350m in assets under management to the group
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Bank names CEO, while UK lifeboat scheme COO steps down
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UK financial planner takes over IFA firm
It has more than 10 deals in the pipeline which will be completed in ‘the next few months’
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PEOPLE MOVES: Utmost, Perspective Financial, Trireme
Life company names Singapore CEO, as wealth group hires acquisitions director
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IFA firm completes 36th M&A deal in 12 years
As Bowmore Wealth Group sets aside £10m for acquisitions
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C-suite hire at financial advice group, while French asset manager bolsters Luxembourg operation