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Companies

One Four Nine Group acquires Lancashire-based IFA

Companies

One Four Nine Group acquires Lancashire-based IFA

Deal takes adviser numbers to 36 and client numbers to nearly 4,500

clock 12 September 2023 • 1 min read
SOLLA strikes deal for DFM services with wealth manager

Companies

SOLLA strikes deal for DFM services with wealth manager

Society inks agreement with Canaccord Genuity Wealth Management

clock 08 September 2023 • 1 min read
MWA makes first double IFA deal following ThinCats backing

Companies

MWA makes first double IFA deal following ThinCats backing

The IFA has acquired Sterling Financial Consultants and FAC

clock 07 September 2023 • 2 min read
Competition watchdog clears £242m Curtis Banks/Nucleus deal

Companies

Competition watchdog clears £242m Curtis Banks/Nucleus deal

Latest update from business released on 7 September

clock 07 September 2023 • 2 min read
Private equity-backed Cooper Parry acquires rival firm

Companies

Private equity-backed Cooper Parry acquires rival firm

Business has tripled in size in last 12 months

clock 07 September 2023 • 2 min read
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
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