Edinburgh firms merge under Calton Wealth Management brand
RMS Financial and Calton Wealth, both Edinburgh-based advisers, have merged, with the new company to operate under the Calton brand. … Read more
Titan Wealth acquires Square Mile Investment Consulting and Research Ltd
Titan Wealth Holdings announces it has acquired investment research and consultancy firm Square Mile, subject to regulatory approval. Square Mile brings … Read more
Corbel Partners makes quadruple acquisition
Corbel Partners has made a quadruple acquisition of the firms of retiring advisers. Three of the four acquisitions were internal … Read more
Perspective announces four further acquisitions and achieves carbon neutral status
Perspective Financial Group Ltd (Perspective) is delighted to announce it has completed fourfurther acquisitions, meaning the Group made 12 acquisitions … Read more
Lumin Wealth partners up with mortgage specialists Davidson Deem
Lumin Wealth has announced that specialist mortgage adviser Davidson Deem Ltd has joined the Lumin Wealth Management group. The tie-up … Read more
Boutique Wealth Manager is Acquired by Start-Up Entrepreneur to Build a Legacy Business
Jackson Hodge Wealth, a successful boutique wealth management firm which was founded by Chris Jackson has been acquired by Tyron … Read more
Evelyn Partners to acquire boutique wealth manager Dart Capital
Evelyn Partners, the leading wealth management and professional services group, has announced that it has reached an agreement to acquire … Read more
Our 9-step guide to selling your financial advice business
Your business sale will be unique, but all deals follow a loose structure that you will need to be prepared … Read more
ASHL NATIONAL ADVICE BUSINESS EXPANDS FOOTPRINT WITH TWO FURTHER ACQUISITIONS
Adviser Services Holdings Limited (ASHL), the rapidly expanding adviser support service provider, has acquired another two wealth management firms via … Read more
Corbel Partners completes acquisition of Wealth Design Holdings
Corbel Partners, a trusted support network supporting financial advisers, has extended its business capabilities through the acquisition of Wealth Design … Read more
Shawbrook’s acquisition of Bluestone completes
Shawbrook Group’s acquisition of Bluestone, which was announced in March, has completed. The specialist mortgage lender was purchased in a … Read more
Channel island adviser acquires Thornton
Team Plc, a Jersey-based asset manager, has acquired Thornton Chartered Financial Planning, adding over £120m in assets under advice. Thornton … Read more