acquisition

Investment

AssetCo completes acquisition of Saracen

Plans to expand fund range

clock 30 July 2021 • 1 min read

Companies

Raymond James set to buy Charles Stanley for £278.9m

Growing UK wealth management business

clock 29 July 2021 • 2 min read

Companies

Mattioli Woods fuels growth with two major acquisitions

Private equity investor and NW advice business

clock 26 May 2021 • 3 min read

Companies

FE fundinfo acquires cashflow planning provider CashCalc

Better advice outcomes

clock 13 May 2021 • 3 min read

Your profession

InvestCloud acquires software firm to 'bridge adviser-client gap'

Create better communication

clock 06 May 2021 • 1 min read

Your profession

Brunel Wealth acquires Bristol-based Academy Associates

Principal Tom Jones moves with firm

clock 30 April 2021 • 1 min read

Your profession

Aegon acquires finance engagement specialist Pension Geeks

Founded in 2014

clock 28 April 2021 • 2 min read

Your profession

Mattioli Woods buys Pole Arnold Financial Management for initial £4m

Latest acquisition expands presence in Leicester and London

clock 13 April 2021 • 1 min read

Companies

Lumin Wealth adds £75m AUM with third adviser acquistion

Hertfordshire-based firm

clock 31 March 2021 • 1 min read

Companies

Consolidator Kingswood completes WFI purchase with £3.5m payment

Deal struck in 2019

clock 24 February 2021 • 1 min read