Latest news and updates on mergers and acquisitions.
Latest news.
Goshawk Asset Management acquires Vermeer Investment Management
Close Brothers sells asset-management business to Oaktree
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Loyal North completes double acquisition
Skerritts Group acquires Ellis Bates Financial Advisers to accelerate national expansion
Brooks Macdonald sells international arm to Canaccord Genuity Wealth
Foster Denovo acquires Rosemount Asset Management, brokered by Gunner & Co.
Perspective’s growth continues at pace with two more acquisitions
Azets Wealth Management buys Glasgow-based Milne Craig
Tweed Wealth Management acquired Glasgow-based Capital Wealth Consultants
Fairstone announces two full acquisitions
Wren Sterling adds £450m in Hampshire-based deal
Perspective completes a further nine acquisitions
Hoxton Capital makes fourth acquisition of 2024
Pivotal Growth acquires specialist broker Charleston Financial Services
Titan Wealth expands its geographical footprint with acquisition of AHR Group
Wren Sterling acquires financial planning division of Howe Maxted Group
Söderberg & Partners invests in three IFA firms
Pivotal Growth acquires Morrison Ward Associates in its 12th acquisition since inception
Skerritts Group continue to expand by acquiring London-based Black Swan Financial Planning
Leeds-based Traditum buys former rugby player’s advice firm
Skerritts Group acquires KMG Independent Limited and KMG Investment Management Limited
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Utmost Group announces the proposed acquisition of Lombard International
Marwyn Acquisition Company II Limited to acquire InvestAcc
Fintel completes the acquisition of Threesixty
Newcastle Financial Advisers acquires Keith Dyson Financial Consultancy
MPA Financial Management Acquires Suckling Waddington and Partners
Canaccord Genuity to acquire Cantab Asset Management with £900mn AUM
Sucession Wealth Acquires London Wall Partners LLP with £900mn AUA
Hoxton has bought its third firm this year
Milecross Financial acquires Surrey based firm, adding £40m in assets
My Pension Expert acquires Tenet&You
Bowmore Wealth buys North Oxfordshire-based Independent Financial Strategies
MKC Wealth acquires Dartford and Macclesfield IFAs, one is brokered by Gunner & Co.
Milecross Financial makes first deal of the year, with the acquisition of Dundee-based Osprey Financial Services
AFH Financial Group buys Berkshire-based A&J Wealth Management
Advanta Solutions Ltd acquires Penney, Ruddy & Winter Ltd
Titan Wealth buys London-based investment boutique
MWA acquires Kent-based IFA Knighthood Financial Advice
Marygold & Co. Acquires UK-Based Financial Advisory Firm
Hoxton Capital Management acquires two UK IFAs
Redmayne Bentley acquiring Blankstone Sington client assets
Loyal North acuqires Surrey-based IFA
Söderberg & Partners takes stake in four IFA firms
Titan Wealth buys Loveday & Partners, adding £600mn of AUM
Broadstone acquires Vestigo Partners Limited to deepen its credit risk and analytics capabilities
Pivotal Growth acquires John Charcol Group Limited
Wren Sterling acquires TW Financial Planning Limited, brokered by Gunner & Co.
Fairstone buys Nottingham-based IFA firm, adding £110m in assets
7IM continues its growth strategy with the acquisition of Eastcote Wealth Management
The Penny Group acquires Roberts Financial Consultancy Ltd
Pollen Street Capital to buy Mattioli Woods for £432m
Craven Street Wealth completes acquisition of Punter Southall Aspire
Elevation Wealth Management has purchased Wolverhampton-based IFA
Quilter adds two AR firms to advice network
MKC Wealth acquires Wealth for Women, brokered by Gunner & Co.
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Gunner & Co. grow their brokerage team with four new members
Nucleus enhances range of platform solutions with acquisition of Third Financial
Perspective Financial Group Welcomes New Investment from Charlesbank Capital Partners
Progeny acquires HNW advice firm Chartered Wealth Management
Fintel announces acquisition of Owen James Events
Finli Group buys IFA Clark Gillone
Craven Street Wealth continues strategic expansion across the South
Söderberg & Partners takes minority stake in Bath-based advice firm Fidelius
Canadian pension fund Ontario Teachers’ Pension Plan takes a majority stake in 7IM
Pivotal Growth buys two Northern Irish firms
Succession Wealth acquires DFP Health & Wealth Management
Söderberg & Partners acquires stakes in two UK advice firms
Perspective makes double acquisitions, one is brokered by Gunner & Co.
Prosperis buys Newcastle-based advice firm Stephen McDine
Team Asset Management acquires HBFS
Atomos acquires two regional advice firms
Close Brothers AM acquires Dorset-based IFA
Fairstone sees further growth in South East with Goodman acquisition
MKC Wealth acquires two firms
Benchmark buys Champain Financial Services
7IM announces acquisition of Amicus Wealth as part of its broader growth strategy
HFMC Wealth completes acquisition of Harford Financial Ltd
Skerritts acquires Chester-based IFA, brokered by Gunner & Co.
Evelyn Partners acquires Harwood Hutton
Liberate Wealth buys Taunton-based Stafford House Investments
Fairey Associates buys Tailored Retirement & Investment Planning Ltd
Perspective completes the acquisition of Primera Wealth Management Ltd
Fintel acquires Vouchedfor and AKG, continues to expand the platform
Titan Wealth acquires Aspira Corporate Solutions
Foster Denovo acquires Hampshire-based advice firm Creative Financial Solutions
Canaccord Genuity to acquire Glasgow-based Intelligent Capital
Courtiers marks fifth acquisition, adds £105m AUM
Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited
Fairstone expands its operations into County Durham, Wales and Hampshire
Calton Wealth achieves a significant milestone with its first acquisition
Premier Miton to acquire Tellworth Investments
Lumin Wealth acquires B W Financial Consultants
Progeny announces acquisition of Carbon Financial Partners
Strong progress at Perspective as it announces two more acquisitions
OpenMoney and evestor’s customers find new home with Octopus Money
MKC Wealth buys Holborn Financial
OakNorth Bank completes tailored loan facility to MRW Group to support its IFA buy-and-build strategy, with three initial acquisitions
Titan Wealth acquires Prism Financial Advice Ltd
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Prosperis grows with another acquisition
Perspective announces two further acquisitions
Armstrong Watson acquires financial services firm 3G financial
Lumin Wealth partners up with mortgage specialists Davidson Deem
Skerritts Group continues growth with the purchase of Ambrose Fisher
Söderberg & Partners invests in three UK IFA firms
MWA makes double acquisition after securing funding
Atomos acquires Equanimity IFA
Perspective announces three further acquisitions
Creative Planning acquires Goldman Sachs division
Loyal North acquires Kent-based financial adviser
LSL to acquire TenetLime Ltd
Co-operative Bank adds 3.5k clients with acquisition of Sainsbury’s mortgages
LEBC sells assets to Aspira as it enters administration
Progeny acquires Fiscal Engineers
Fintel has £100k for fintech-adviser acquisitions
George Square Financial Management acquires Taylor McGill
Defaqto acquires MICAP
Ascot Lloyd acquires £323m AUM Swansea IFA
Benchmark Capital adds £755 million with agreement to acquire Unique Financial Planning
Rival investors launch counter offer against Liontrust’s takeover of Global Asset Management
Gresham House gets snapped up by Searchlight Capital
One Four Nine Group acquires Rainbird & Co
Chase De Vere is actively searching for IFA acquisitions
HFMC Wealth completes acquisition of Weston-Cummins Ltd, brokered by Gunner & Co.
Lumin Wealth acquires The Big Picture Wealth Management
Edinburgh firms merge under Calton Wealth Management brand
Titan Wealth acquires Square Mile Investment Consulting and Research Ltd
Corbel Partners makes quadruple acquisition
Perspective announces four further acquisitions and achieves carbon neutral status
Boutique Wealth Manager is Acquired by Start-Up Entrepreneur to Build a Legacy Business
Evelyn Partners to acquire boutique wealth manager Dart Capital
ASHL expends footprint with two further acquisitions
Shawbrook Group’s acquisition of Bluestone completes
Corbel Partners completes acquisition of Wealth Design Holdings
Team Plc buys Isle of Man chartered financial planner
Double acquisition establishes Northern Ireland presence for Wren Sterling
Perspective acquires a further four firms and reaches 40 people in its Academy
Fairstone secure greater Home Counties presence with acquisition of Sacre