Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
UK
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Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
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UK investment manager creates financial planning arm
It has hired former Cazenove Capital wealth planning director to run the operation
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IA interview – Magnus Wikner – Söderberg & Partners
The head of wealth management UK talks to International Adviser about the firm’s move to Britain
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Parent company of UK advice firm gets PE backing
Deal will help accelerate the group’s growth strategy
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UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
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What advisers need to know about M&A deals in wealth management
Many buyers have ‘healthy cash reserves’
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UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
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Ravenscroft Group sells off UK investment management business
Deal takes acquirer’s AuM to £9.4bn
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PE firm invests £6.7m in UK advice firm
Funding has facilitated the retirement of the financial planning company’s co-founder
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Investment platform joins forces with wealth tech firm
As it continues its campaign against fragmented technology in the advice sector
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Global retirement savings platform raises $95m
Funding will help finance ‘near-term acquisitions’