M&A News

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
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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
Tenet Makes acquisition

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


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