Ascot Lloyd buys Gregory Adam and a further 6 firms
Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, has announces that it has completed a further seven acquisitions in... Read More
FE FundInfo and Square Mile launch fund dashboard
Data provider FE FundInfo and consultancy company Square Mile have come together to create a fund dashboard in order to help advisers compare and select... Read More
Ascentric sale opens up consolidation market to digital acquisition
Ascentric, which was sold by Royal London to M&G during the national coronavirus lockdown, may have opened up the consolidation market to the possibility of... Read More
AFH puts acquisitions on hold
AFH Financial Group has put its acquisition pipeline on hold in response to the global coronavirus pandemic. The firm has made a commitment to temporarily... Read More
Tilney and Smith & Williamson agree revised transaction
Tilney and Smith & Williamson have announced that they have agreed a revised transaction structure for their proposed merger. The merged group will be known... Read More
Mattioli Woods appoints Mark Stokes as Business and Acquisition Development Officer
Mattioli Woods, the specialist wealth management and employee benefits business, has announced the appointment of Mark Stokes as Business and Acquisition Development Officer, to expand... Read More
Truinvest “pushes on” with acquisitions
Truinvest, a new consolidator formed by Micky Johal and Mark Smith, has revealed that it aims to secure £1bn in assets under management by the... Read More
Tenet completes four asset purchases during lockdown
Tenet has acquired the assets of a further advice firm, which will form part of its established hub in the South East of England. The... Read More
Fairstone adds two new firms to its DBO programme
Fairstone has announced that it has brought two new firms to its Downstream Buy Out (DBO) programme. The deals secure more than 720 clients, 16... Read More
Stonehage Fleming acquires Cavendish
Stonehage Fleming has announced that it has agreed to acquire the investment management activities of Cavendish Asset Management, a London based firm established initially to... Read More