acquisitions

Succession Wealth buys Plymouth-based IFA adding £165m in assets

Companies

Succession Wealth buys Plymouth-based IFA adding £165m in assets

This is the wealth manager's third acquisition under Aviva ownership

clock 09 January 2024 • 1 min read
Söderberg & Partners snaps up two more UK advice firms

Companies

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

clock 08 January 2024 • 2 min read
Perspective adds £190m in AUM with double acquisition

Companies

Perspective adds £190m in AUM with double acquisition

The consolidator now manages £8bn in client assets and has 140 planners

clock 05 January 2024 • 2 min read
Finura acquires financial planning firm adding £90m in client assets

Companies

Finura acquires financial planning firm adding £90m in client assets

The firm has completed its acquisition of Tenacity Wealth Management

clock 01 December 2023 • 2 min read
Cooper Parry Wealth adds £220m AUM with latest acquisition

Your profession

Cooper Parry Wealth adds £220m AUM with latest acquisition

Third acquisition of 2023 for CPW and sixth for wider group

clock 08 November 2023 • 1 min read
Perspective snaps up another two advice firms adding £390m in AUM

Companies

Perspective snaps up another two advice firms adding £390m in AUM

The group now has £7bn assets under management

clock 23 October 2023 • 2 min read
Perspective continues acquisition streak with two more buys

Companies

Perspective continues acquisition streak with two more buys

Latest deals add £220m in AUM and two new offices

clock 03 October 2023 • 1 min read
Wren Sterling makes double acquisition adding £400m in AUM

Companies

Wren Sterling makes double acquisition adding £400m in AUM

Added 1,000 to its books through two advisory deals

clock 21 September 2023 • 1 min read
PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Companies

PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Seventh deal since Sovereign Capital Partners £55m backing

clock 14 September 2023 • 1 min read
Competition watchdog clears £242m Curtis Banks/Nucleus deal

Companies

Competition watchdog clears £242m Curtis Banks/Nucleus deal

Latest update from business released on 7 September

clock 07 September 2023 • 2 min read
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