Ascot Lloyd completes a further six acquisitions
Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, has announces that it has completed a further six acquisitions in... Read More
Brooks acquires Lloyds’ wealth management arm
Lloyds Bank International’s wealth management arm, based in the Channel Islands, has been acquired by Brooks Macdonald in a deal worth up to £9.6m. £1bn... 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
Royal London announces sale of Ascentric
Royal London has announced the sale of its platform business, Ascentric, to M&G plc. The sale follows the completion of Ascentric’s re-platforming in 2019 and... 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
Fairstone gains £215m AUM
Fairstone has signed up Goodman Chartered Financial and East Devon Associates to its downstream buy-out programme, Fairstone’s consolidation model which purchases a stake in the... Read More
Charles Derby and Lighthouse to merge
Charles Derby and Lighthouse – acquired firms of Quilter – will merge to form Quilter Financial Advisers (QFA) amid Quilter’s leadership reshuffle. Charles Derby was... Read More
IWP eyes pipeline of 20 firms
IWP UK has not been discouraged by the global pandemic, as it continues to seek firms to consolidate, and currently has an acquisition pipeline of... Read More