acquisitions

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
Atomos acquires North London female-based advice firm

Your profession

Atomos acquires North London female-based advice firm

Equanimity offers advice to female HNW clients and business owners

clock 06 September 2023 • 1 min read
BRI acquires Singular Financial Planning adding £30m AUM

Companies

BRI acquires Singular Financial Planning adding £30m AUM

Wealth management firm completes second Midlands-based acquisition

clock 05 September 2023 • 1 min read
Perspective makes three further acquisitions adding £250m in AUM

Your profession

Perspective makes three further acquisitions adding £250m in AUM

The firm is to complete seven more deals in the coming months

clock 04 September 2023 • 1 min read
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