Companies

Companies House filings outline pre-Budget swoop

100% of shares transferred to the EOT without imposing any third-party debt

Following the network’s hunt for minority investor support in 2023

£5.4bn PE consortium offer was accepted in August

Shareholders to vote on consortium's £5.4bn bid for Hargreaves Lansdown

Both firms have been acquired for an undisclosed sum

The wealth giant has taken nearly 20% in a partner firm's parent company

Aims to expand its network’s offering to high-net-worth individuals

First deal since the firm received PE backing from Coniston Capital

Whitman Fry will be part of the firm’s regional hub