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