Double acquisition establishes Northern Ireland presence for Wren Sterling
The Wren Sterling Group has added around 2,000 clients and £400m of assets with the purchase of three firms – ... Read more
Titan Wealth acquires Ravenscroft’s UK business
Titan Wealth Holdings has announced it has entered into a share purchase agreement to acquire Ravenscroft‘s UK-based investment management business, ... Read more
Hurst Point acquires Helm Godfrey
Hurst Point Group, a leading UK wealth management business, has announced that it has agreed terms for the acquisition of ... Read more
Succession Wealth acquires Edinburgh-based adviser
Succession Wealth, one of the UK’s largest wealth management and financial planning groups, has announced the acquisition, subject to FCA ... Read more
Fairstone secure greater Home Counties presence with acquisition of Sacre
National wealth manager Fairstone has announced the acquisition of Sacre Associates, marking a significant step in the group’s further expansion ... Read more
Perspective acquires a further four firms and reaches 40 people in its Academy
Perspective Financial Group Ltd (Perspective) is pleased to announce it has completed four further acquisitions with the purchase of Tees ... Read more
Liontrust to acquire GAM Holding AG
Liontrust, the specialist fund management group, has announced that it has conditionally agreed to acquire the entire issued share capital ... Read more
No alarms and no surprises: preparing for due diligence when selling your financial advice business
Due diligence is the hardest part of selling your business at a technical level. But if you are thorough, honest ... Read more