IFA consolidator acquires two Scottish advice firms
Deals add over £300m in AuA
Scotland
-
-
Wealth manager enters Scotland advice market with acquisition
Deal takes its AuM to more than £1bn
-
Scottish advice group buys IFA business
Company will merge all firms it has acquired under one brand
-
IFA group bolsters Scotland presence with acquisition
Deal brings AuM to £800m, staff to 70 and clients to around 2,500
-
Investec expands Scotland footprint with acquisition
It plans to grow its financial advice offering throughout the UK
-
Advice network splashes out £1.5m on five deals in Scotland
It plans to double in size across the UK over the next few years
-
Financial planning firm buys Scottish advice business
It is the company’s third acquisition in the country
-
Assetco to buy SVM Asset Management in £10.7m deal
As it seeks to build an Edinburgh hub alongside Saracen Fund Managers and Revera Asset Management
-
LGT Wealth Management opens Edinburgh office
It is the firm’s fourth operation across the UK
-
Mattioli Woods subsidiary buys Scottish advice firm
Company hopes to ‘explore other opportunities within the market’
-
St James’s Place partner firm eyes Scotland expansion
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
-
Scottish financial advice firm sets up office in Yorkshire
It is the company’s first operation in England