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Companies

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
7IM sold to Canadian pension fund in £255m deal

Companies

7IM sold to Canadian pension fund in £255m deal

Ontario Teachers' Pension Plan buys majority stake in 7IM

clock 05 September 2023 • 2 min read
Digital wealth manager Moneyfarm sees H1 AUM grow 15% to £2.6bn

Companies

Digital wealth manager Moneyfarm sees H1 AUM grow 15% to £2.6bn

Released half-year results to end of June

clock 30 August 2023 • 1 min read
Titan Wealth acquires Square Mile adding £2.6bn in MPS assets

Investment

Titan Wealth acquires Square Mile adding £2.6bn in MPS assets

Acquisition will see 'further expansion' of MPS proposition

clock 27 June 2023 • 1 min read
Chartered firm Progeny achieves B Corp certification

Companies

Chartered firm Progeny achieves B Corp certification

Wealth manager says: ‘We must practice what we preach’

clock 15 June 2023 • 2 min read
M&G to make 4% of staff redundant via voluntary scheme

Companies

M&G to make 4% of staff redundant via voluntary scheme

The redundancy programme is part of £200m cost cutting drive

clock 08 June 2023 • 1 min read
Lync Wealth Management snaps up two more firms

Your profession

Lync Wealth Management snaps up two more firms

Adviser Services Holdings expands national advice arm

clock 06 June 2023 • 1 min read
PE-backed Titan Wealth acquires Ravenscroft adding £600m AUM

Companies

PE-backed Titan Wealth acquires Ravenscroft adding £600m AUM

Firm has offices in Peterborough and Bishop’s Stortford

clock 17 May 2023 • 1 min read
SJP bosses face investor backlash over 'windfall gain' remuneration

Companies

SJP bosses face investor backlash over 'windfall gain' remuneration

Institutional Shareholder Services urged clients to vote against package

clock 16 May 2023 • 2 min read
Advisers not affected in OpenMoney restructure and redundancy plans

Your profession

Advisers not affected in OpenMoney restructure and redundancy plans

Restructure follows the sale of the Manchester advice firm last year

clock 09 May 2023 • 1 min read
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