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acquisition

Wren Sterling adds £900m AUM with London-based IFA acquisition

Your profession

Wren Sterling adds £900m AUM with London-based IFA acquisition

Evans Hart brings nearly 2,500 clients to the group

clock 12 December 2025 • 2 min read
Clifton Wealth Partnership snaps up Welsh advice firm

Companies

Clifton Wealth Partnership snaps up Welsh advice firm

Lifestyle Financial Advice joins with £75m in assets

clock 02 December 2025 • 2 min read
Craven Street Wealth expands footprint as Pharon IFA joins business

Your profession

Craven Street Wealth expands footprint as Pharon IFA joins business

It will now serve more than 5,800 clients

clock 25 November 2025 • 2 min read
FE Fundinfo expands adviser platform with acquisition of Contengo

Your profession

FE Fundinfo expands adviser platform with acquisition of Contengo

Deal intended to strengthen Nexus platform

clock 07 November 2025 • 2 min read
FCA consolidation review 'a warning shot' for acquirers

Regulation

FCA consolidation review 'a warning shot' for acquirers

Regulator’s findings a ‘wake-up call’ for private equity and consolidators

clock 05 November 2025 • 5 min read
Wren Sterling doubles Scottish footprint with City Financial acquisition

Your profession

Wren Sterling doubles Scottish footprint with City Financial acquisition

Deal adds £700m in assets and over 6,000 clients as firm continues acquisition streak

clock 25 June 2025 • 2 min read
Titan Wealth snaps up Workplace Advice Group

Your profession

Titan Wealth snaps up Workplace Advice Group

Acquired business will ‘work closely’ with Titan Wealth Planning

clock 01 April 2025 • 2 min read
Kingswood PE backer considers merging wealth manager after muted growth

Companies

Kingswood PE backer considers merging wealth manager after muted growth

Says company’s growth has not been as strong as expected

clock 18 March 2025 • 3 min read
Benchmark Capital snaps up advice firm Robertson Baxter

Companies

Benchmark Capital snaps up advice firm Robertson Baxter

Adds £200m in assets to the network

clock 13 February 2025 • 2 min read
Shackleton acquires Norfolk-based Harrold Financial Planning

Your profession

Shackleton acquires Norfolk-based Harrold Financial Planning

The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment

clock 10 February 2025 • 1 min read
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