Success in succession planning
The team at Gunner & Co. have teamed up with Michelle Hoskin of Standards International, AKA Little Miss WOWW!, to co-author this insight piece on...Read More
SuperEd to close robo-adviser Clover – but keep its tech
SuperEd will be gradually closing Clover, the robo-advice business it acquired in 2020. Clover offers its clients – mainly millennials with relatively low balances, a...Read More
Fairstone announce acquisition of Chadney Bulgin
Fairstone has announced the acquisition of Chadney Bulgin, accelerating the group’s growth plan for 2021. The acquisition brings more than 11,000 wealth and mortgage clients...Read More
The Penny Group acquires Excel Financial Solutions as part of long-term growth plan
The Penny Group Ltd (TPG) has announced the completion of its acquisition of Excel Financial Solutions (EFS). Excel is a West Sussex, family run financial...Read More
Tilney S&W to take over books of retiring advisers
Tilney Smith & Williamson have launched a new service to ease the burden of succession planning for retiring advisers. Under the new succession programme, advice...Read More
Isio expands offering with latest acquisition
Isio has acquired Premier Pensions, a Croydon-based pensions consultancy. The deal will lead to the creation of a firm offering both advice and pensions administration...Read More
Wilton Group gains foothold in EU with Irish acquisition
Wilton Group has purchased Bespoke Trustees and Bespoke Investments, a County Louth based pensions and investment manager. As a result of the acquisition, Wilton hopes...Read More
ASHL’s assets soar after network acquisitions
Adviser Services Holdings Limited, which launched in 2019, has grown its assets under management to £35bn and its team to 400 advisers. In 2020, ASHL...Read More
Tatton acquires Fintel arm for over £5m
Tatton Asset Management has acquired Fintel’s multi-asset fund business Verbatim in a deal worth £5.8m. The transaction will bring around £650m in assets under management...Read More
Chesnara acquires Sanlam pension business
Pensions and protection consolidator Chesnara has acquired Sanlam Life & Pensions in a £39m deal. Chesnara, which operates across the UK and Europe, purchased Sanlam’s...Read More