acquisitions

Wren Sterling adds £265m in client assets in latest deal

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Wren Sterling adds £265m in client assets in latest deal

First advisory firm purchase of 2024 for national financial planner

clock 28 March 2024 • 1 min read
Advice network focuses on paraplanning support with double acquisition

Companies

Advice network focuses on paraplanning support with double acquisition

In Partnership buys two paraplanning and administration support providers

clock 25 March 2024 • 1 min read
Exploring the surge of private equity activity in UK wealth management

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Exploring the surge of private equity activity in UK wealth management

What is driving private equity interest?

clock 14 March 2024 • 4 min read
The Penny Group acquires Midlands-based HNW advice firm

Companies

The Penny Group acquires Midlands-based HNW advice firm

Latest deal as part of the Chartered firm’s ‘buy and build’ strategy

clock 12 March 2024 • 2 min read
Single-adviser firm sells to local IFA as he 'shuns consolidators'

Companies

Single-adviser firm sells to local IFA as he 'shuns consolidators'

Simon Aucott sells his firm to Staffordshire-based IFA Bank House

clock 27 February 2024 • 2 min read
Nucleus snaps up fellow platform Third Financial taking assets to £90bn

Companies

Nucleus snaps up fellow platform Third Financial taking assets to £90bn

Third Financial brings £6bn AUA and over 50 clients to Nucleus

clock 09 February 2024 • 2 min read
Progeny acquires HNW advice firm Chartered Wealth Management

Your profession

Progeny acquires HNW advice firm Chartered Wealth Management

Deal takes total assets under management to £9bn

clock 31 January 2024 • 1 min read
PE-backed Finli Group acquires Scottish IFA Clark Gillone

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PE-backed Finli Group acquires Scottish IFA Clark Gillone

Finli Group, formerly Solomon Capital Holdings, completes 15th deal

clock 29 January 2024 • 1 min read
Craven Street Wealth buys Punter Southall's financial planning arm

Your profession

Craven Street Wealth buys Punter Southall's financial planning arm

Clients will continue with existing advisers

clock 26 January 2024 • 1 min read
Looking for an exit? Consolidation among acquirers expected in 2024

Your profession

Looking for an exit? Consolidation among acquirers expected in 2024

Private equity backers look to focus on integration and synergies

clock 19 January 2024 • 10 min read
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