Gilliland Neilson Brown acquires Prudent Financial Management
Glasgow-based Gilliland Neilson Brown has acquired Prudent Financial Management in a deal that will contribute £20 million in assets under advice to GNB. Prudent Financial...Read More
Wren Sterling acquires T D Armstrong
Wren Sterling has announced the acquisition of T D Armstrong Financial Planning Limited, a Dunfermline based independent financial planning business. Max Horne, Trudi Horne and...Read More
Kingswood Holding looking to acquire
AIM-listed wealth manager Kingswood Holding has revealed it has secured funding in order to make acquisitions. In a market statement, Kingswood confirmed that the firm...Read More
Purchase of Amati by Mattioli Woods terminated
Mattioli Woods, which already owns a 49 per cent stake of Amati, has terminated its previous plan to purchase the remainder 51 per cent stake...Read More
Tatton considers DFM acquisitions
Tatton Asset Management is looking to make acquisitions in the discretionary fund management (DFM) market, according to chief executive Paul Hogarth. Mr Hogarth said: “We...Read More
Brett & Randall become latest Fairstone acquisition
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has announced that Brett & Randall Financial Services has been fully acquired by the business....Read More
Tenet expands North West hub with latest practice buyout
Tenet has expanded its hub in the North West with its latest practice buyout. Wealth management firm, Derbyshire Booth, will continue to trade under its...Read More
Sanlam UK acquires Blackett Walker Limited
Sanlam UK, part of international financial services group Sanlam Ltd, has announced the acquisition of independent financial planning and employee benefits firm Blackett Walker Limited....Read More
Lumin Wealth makes first acquisition
Lumin Wealth, a Hertfordshire-based wealth management firm, has acquired the financial planner Hyperion. The transaction will contribute £85m of funds and two more advisers, bringing...Read More
£206m sale to private equity in pipeline for IFG Group
IFG Group, the parent of James Hay, has been sold to London-based private equity firm Epiris for £206m. The valuation of IFG at £206m is...Read More