acquisitions
Lumin Wealth hopes to acquire 'at least two' firms in 2020
Following recent acquisitions
Bravura set to acquire platform software company for £13m
Equivalent to AUS$25m
Clifton AM to acquire Portsmouth advice firm
In talks with 13 firms
Mattioli Woods eyes further acquisitions
Reduced client fees by £3.1m
FCA approves private equity bid for James Hay owner
Recommended cash offer
New firm aims to improve connections between IFA buyers and sellers
Headed by Chartered planner
Wren Sterling adds £116m AUA with T D Armstrong purchase
Total AUA now £3.3bn
Clifton Asset Management in talks on 15 more adviser acquisitions
'Fairly developed pipeline'
AFH spends up to £1.7m on second acquisition of 2019
Hertfordshire-based AE Garment
Interactive Investor completes acquisition of Alliance Trust Savings
Combined £36bn AUA
AFH seeks £20m to fund further acquisitions
Five deals in its sights
Quilter Private Client Advisers adds £211m AUA with triple acquisition
London area financial planners
Six new acquisitions take Succession past £8bn AUM
55 deals since 2014
Intrinsic's Lighthouse acquisition gains FCA approval
£42.2m recommended cash offer
Perspective acquires south London-based adviser Thornton Springer
Third deal of 2019
Private equity bid values James Hay owner at £206m
Recommended cash offer
The Private Office buys London-based SRLV Financial
Second London acquisition in three years
SJP extends DFM proposition to Ireland with acquisition
Bought Dublin-based Harvest Financial Services
Fairstone adds £200m FUM through latest acquisition
Via DBO programme
Perspective buys northwest England IFA Investment Principles
Second acquisition of 2019
Three more advice firms join Fairstone's DBO programme
'Downstream buy-out' initiative
Harwood WM buys Castleton Financial Planning for £1.6m
Second purchase of financial year
Quilter Private Client Advisers adds £130m AUA with double acquisition
Undisclosed purchase prices
AFH buys Hayburn Rock Group for up to £3.5m
West Midlands-based business
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