Quilter set aside budget for next year’s growth strategy
Quilter is reported to have a budget of £20m for acquiring and growing firms in the coming year, according to chief finance officer Tim Tookey.... Read More
Old Mutual acquires Carlisle-based advice firm
Old Mutual Wealth Private Client Advisers has acquired the advice arm of Saint & Co., a Carlisle-based accountancy business. This deal will add £100m assets... Read More
TA Associates completes acquisition of OMGI
Quilter announced on the stock exchange it has completed the sale of Old Mutual Global Investors (OMGI) to TA Associates for £583m. The transaction is... Read More
Quilter lists on London Stock Exchange
Quilter, formerly Old Mutual Wealth, has separated from parent Old Mutual Plc with an offer price of 145 pence per share, listing on the London Stock Exchange... Read More
Old Mutual Wealth Private Client Advisers acquires Infiniti
Old Mutual Wealth Private Client Advisers has agreed the acquisition of Shropshire-based Infiniti Financial Planning (Infiniti). Infiniti, which provides financial advice to around 700 households,... Read More
Old Mutual agrees sale of US asset management arm
Old Mutual has agreed to sell a stake in its US asset management business, a move that is expected to bring the flotation of Old... Read More
Old Mutual cemented in Birmingham following double acquisition
The Old Mutual Wealth Private Client Advisers has acquired Birmingham-based Premier Planning and Premier Wealth, adding a combined £170m in assets under advice. Managing Director... Read More
Old Mutuals' Intrinsic acquires Caerus IFA
Intrinsic Financial Services (‘Intrinsic’), part of Old Mutual Wealth, has announced it has reached a conditional agreement to acquire the financial adviser network, Caerus. With... Read More
Old Mutual disposes of Italian assets
Old Mutual has finalised the sale of Old Mutual Wealth Italy to international private equity firm, Phlavia Investiminti. Phlavia Investiminti, formerly trading under the name... Read More
Caerus holds talks about selling company to Old Mutual Wealth
Caerus Capital group has instigated formal talks concerning the possible sale of the firm to financial advisory giant Old Mutual Wealth. This isn’t the first time... Read More