Mergers and acquisitions

Mergers and acquisitions

Waverton acquires Scottish advice firm

Waverton acquires Scottish advice firm

Mattioli Woods Plc

Mattioli Woods acquires advice firm for £7m

Mattioli Woods acquires advice firm for £7m

M&G Wealth appoints acquisitions director

M&G Wealth appoints acquisitions director

Recent tech deals show a major trend in the evolution of advice market

Ian McKenna

Ian McKenna

James Hay postpones publication of Nucleus offer document

James Hay postpones publication of Nucleus offer document

Fidelius acquires Bath-based IFA

Mergers and acquisitions

Octopus coaching service 'can help advisers grow'

Mergers and acquisitions

Ousted Tavistock CIO joins hostile takeover attempt

Mergers and acquisitions

Lumin Wealth renews acquisition hunt with Hertfordshire IFA

Mergers and acquisitions

James Hay targets Nucleus shareholders with new takeover strategy

Fairstone Group

Fairstone acquires Glasgow-based Chartermarque

'Advisers trust us on James Hay deal', says Nucleus CEO

A year of coronavirus: what have advisers learnt?

Mergers and acquisitions

Advice firm receives £4m loan for management buy-out

VCT-backed consolidator snaps up Hampshire firm

SimplyBiz Group rebrands as it looks to growth

Mergers and acquisitions

Three in five financial planners looking to sell

Shareholders to vote on Nucleus deal on March 30

Ex-Mattioli COO's consolidator reaches £1bn Aum after double deal

Tilney Smith & Williamson

Tilney Smith & Williamson acquires Surrey adviser

Mergers and acquisitions

Royal London enters advice with Wealth Wizards acquisition

Mergers and acquisitions

PE firm increases offer for AFH Financial

Novia owner among bidders circling Parmenion

Mergers and acquisitions

Wren Sterling eyes pipeline as it seals first deal of 2021

Mergers and acquisitions

Frenkel Topping secures double acquisition for £9m