Rivals ‘will almost buy anything’ says IFA acquirer
IA speaks with media-shy Loyal North about why it has been ‘deliberately under the radar’
UK Adviser
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Financial advice firm set for triple M&A swoop
It wants to reach £3bn in assets under management within five years
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Investment manager to reduce exposure to ‘riskiest asset classes’
Company remains on a ‘defensive footing’
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Financial advice firm makes second acquisition of 2022
Deal adds £130m in assets under management
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How UK register of overseas entities impacts advice clients
Failure to comply can result in a daily fine of up to £2,500
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PE-backed wealth company acquires UK advice firm
Following the purchase of Beaufort Financial and You Asset Management in June 2022
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IFA group completes fourth deal of 2022
It is the firm’s seventh acquisition since it received private equity backing
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Advice consolidator acquires Yorkshire-based firm
It now has £7.7bn in assets under influence
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Wealth management M&A market set for further acceleration
Recent level of activity ‘has been remarkable’ and ‘shows no sign of letting up’
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Wealth manager buys two advice firms with PE investment
Deals increase AuA to over £1.1bn
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Wealth manager enters Scotland advice market with acquisition
Deal takes its AuM to more than £1bn
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PE-backed Skerritts snaps up London advice company
IFA firm is eyeing more deals and has a ‘number of interesting conversations progressing at the moment’