Advice firm makes first acquisition since fundraise
Company hopes to reach £5bn in AuM within five years
UK Adviser
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No new advised clients for investment platform
As it looks to grow D2C offering
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Wealth firm expands Yorkshire footprint with acquisition
Deal adds £40m in funds under management
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US family office buys UK wealth firm
In a bid to expand its international presence
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Financial advice firm raises funds for acquisition war chest
It will ‘announce a number of completed’ deals soon
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UK advice firm gets PE funding for acquisition spree
It will focus on domestic deals but will also consider international businesses
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Advice consolidator receives £5.3m loan for IFA acquisition spree
Funds give the company the ‘financial firepower to accelerate’ its plans
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UK advice firm finally sold to US fintech group
Deal was first announced in August 2021 and expected to complete within 90 days
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Hawksmoor IM to merge with UK wealth manager
Combined business will have eight offices across the country
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Wealth manager buys financial advice company
Deal pushes the firm’s AuM to over £860m
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Brexit pushed firms to ‘shift focus’ to UK wealth hot spots
Tech advancements have ‘enabled the establishment of low-cost satellite offices to support business development’
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Wealth manager acquires outsourcing business
As it targets 15% annual growth for the next five years