Companies

Raymond James set to buy Charles Stanley for £278.9m

Companies

Raymond James set to buy Charles Stanley for £278.9m

Growing UK wealth management business

clock 29 July 2021 • 2 min read
Raymond James opens third branch of 2021 in Cheltenham

Companies

Raymond James opens third branch of 2021 in Cheltenham

Headed by Paul Whitehead

clock 23 July 2021 • 1 min read
Close Brothers Asset Management acquires advice firm PMN

Companies

Close Brothers Asset Management acquires advice firm PMN

High net worth client book

clock 21 July 2021 • 1 min read
Fairstone set to acquire two more IFA firms

Companies

Fairstone set to acquire two more IFA firms

Yorkshire and Scotland

clock 21 July 2021 • 2 min read
Fairstone completes sixth deal of 2021 with Utopia acquisition

Companies

Fairstone completes sixth deal of 2021 with Utopia acquisition

West Yorkshire planning firm

clock 07 July 2021 • 2 min read
Mattioli Woods completes private equity firm buyout

Companies

Mattioli Woods completes private equity firm buyout

Wealth manager buys PE business

clock 01 July 2021 • 1 min read
Phoenix Group ends European business sale talks

Companies

Phoenix Group ends European business sale talks

£550m deal will not progress

clock 15 June 2021 • 1 min read
AHR Private Clients hires trio of advisers

Companies

AHR Private Clients hires trio of advisers

Ambitious growth plans

clock 03 June 2021 • 1 min read
Mattioli Woods fuels growth with two major acquisitions

Companies

Mattioli Woods fuels growth with two major acquisitions

Private equity investor and NW advice business

clock 26 May 2021 • 3 min read
Just Wealth fuels growth with 13 adviser hires

Companies

Just Wealth fuels growth with 13 adviser hires

Further 15 hires planned this year

clock 20 May 2021 • 2 min read
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