acquisitions

Companies

Sanlam UK to acquire Tavistock Financial for £1m

Network of 158 advisers

clock 10 August 2017 • 2 min read

Companies

AFH buys pair of West Midlands IFAs for up to £1.4m

FUM boosted by £50m

clock 01 August 2017 • 1 min read

Your profession

Canaccord Genuity acquires Hargreave Hale in £80m deal

Creates firm with £22bn FUM

clock 05 July 2017 • 2 min read

Companies

FCA approves Embark's acquisition of EBS Management

Charles Stanley pension business

clock 28 April 2017 • 2 min read

Companies

Succession acquires two advice firms for £4m

A total of four acquisitions in 2017

clock 28 April 2017 • 1 min read

Retirement

Embark buys Charles Stanley pension business for initial £2m

‘Sweetheart deal’ takes group’s AUA to £11bn

clock 11 April 2017 • 2 min read

Companies

Fairstone lines up triple acquisition

Group now boasts 40,000 clients

clock 20 March 2017 • 1 min read

Your profession

Mark Stokes: Business integration and embracing the change

Tips from recent experience

clock 17 March 2017 • 4 min read

Companies

Succession acquires Lewis Chambers and Plan4Wealth for £10m

2018 trade sale or IPO remains aim

clock 02 March 2017 • 2 min read

Companies

Schroders reveals details of Benchmark Capital stake

65% share bought for £86m

clock 02 March 2017 • 2 min read
Most read
01

Kingswood names Peter Coleman permanent CEO

10 January 2025 • 2 min read
02

New year, same duty of care: Are you leaving smaller clients out in the cold?

10 January 2025 • 4 min read
03

Analysts split over Reeves' role in UK gilt chaos as US bonds follow suit

10 January 2025 • 2 min read
04

Pension predictions for 2025: IHT, 'mega funds' and targeted support

09 January 2025 • 3 min read
05

FSCS declares Glasgow firm in default over pension and investment advice

10 January 2025 • 1 min read