Moneyfarm acquires Willis Owen
Acquisition is the digital wealth manager’s third in the UK over the past three years
takeovers
-
-
Succession Wealth buys Leeds-based True Wealth Group
Acquisition provides first entry into Northern Ireland
-
Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
-
Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’
-
Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
-
Brooks Macdonald acquires Norwich-based financial planner
The IFA firm has £890m in assets under advice across 1,600 personal clients
-
FE fundinfo snaps-up AdviserAsset
AdviserAsset offers a range of tools for financial advisers
-
Quilter snaps-up NuWealth investing app
Plans to ‘evolve’ NuWealth to help advisers
-
Evelyn Partners expands in the North with Haines Watts deal
Manchester, Leeds and Newcastle offices acquired
-
Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
-
Hargreaves Lansdown refuses takeover bid
Offer from a group private equity bidders
-
Nucleus gets green light for Third Financial takeover
The move is part of Nucleus’ strategy of building scale