M&A

Your profession

Transatlantic advice firm Kingswood receives 'buy' recommendation from investment bank

Group's US presence key factor on decision

clock 07 December 2020 • 2 min read

Your profession

Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal

Confirmed intentions in May

clock 23 November 2020 • 2 min read

Investment

Liontrust completes Architas deal

Up to £75m

clock 02 November 2020 • 2 min read

Your profession

Giles Dunning: Advice sector M&A set for 2021 resurgence

Looming tax hikes fuel M&A interest

clock 07 October 2020 • 4 min read

Wrap/platforms

7IM completes PWM acquisition as assets swell to £17bn

Acquisition announced in March

clock 01 October 2020 • 2 min read

Your profession

£44bn Tilney Smith & Williamson merger to complete on 1 September

Regulatory approvals received in August

clock 28 August 2020 • 2 min read

Investment

First State rebrands following acquisition

Becomes First Sentier Investors from 22 September

clock 29 July 2020 • 1 min read

Investment

Brooks Macdonald agrees £10m acquisition of Lloyds wealth business

Adds multi-asset and fixed income opportunities

clock 24 June 2020 • 3 min read

Investment

The key management changes under the Jupiter/Merian merger

Several managers join from Merian

clock 11 June 2020 • 4 min read

Investment

Pacific AM acquires Chartered financial planner's DFM arm in Fidelius Group tie-up

Largest strategic partnership to-date for Pacific

clock 11 June 2020 • 2 min read
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Platform service worsens as cost of living spurs clients to move assets

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Sustainable financial planning and SDR: 'It is no longer optional'

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PA Awards 2025: Provider shortlists revealed!

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