acquisition

Retirement

Lloyds acquires Zurich's workplace pensions and savings business

To boost Scottish Widows proposition

clock 12 October 2017 • 2 min read

Your profession

Chase de Vere acquires £1.1bn AUM medical adviser

Will add 30 IFAs to team

clock 22 September 2017 • 1 min read

Your profession

Beals group adds £70m FUM with adviser acquisition

Both ARs of Intrinsic

clock 15 September 2017 • 1 min read

Companies

OMW adds £205m adviser to national firm

Will operate as a regional office

clock 01 September 2017 • 1 min read

Your profession

Succession ramps up adviser intake

Nine firms acquired so far in 2017

clock 11 August 2017 • 1 min read

Your profession

Key Retirement CEO retires after Partners Group acquisition

£208m acquisition finalised

clock 03 August 2017 • 1 min read

Your profession

Succession adds £520m FUM through quadruple acquisition

Total consideration of £20.6m

clock 02 August 2017 • 1 min read

Your profession

Fairstone adds two more advice firms to group

More than £100m AUM added

clock 03 July 2017 • 2 min read

Your profession

AFH completes purchases of three more IFA firms

For £1.9m combined maximum price

clock 03 July 2017 • 1 min read

Companies

AXA Wealth rebrand to Phoenix Wealth confirmed

Following 2016 acquisition

clock 30 June 2017 • 1 min read