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acquisitions

Saltus buys Lowes Financial Management

Your Business

Saltus buys Lowes Financial Management

‘Greater negotiation clout’ and tech investment cited as deal drivers

clock 17 February 2025 • 2 min read
Lumin Wealth adds £50m in AUM with latest acquisition deal

Your profession

Lumin Wealth adds £50m in AUM with latest acquisition deal

Bought Reading-based Professional Financial Centre

clock 13 February 2025 • 1 min read
Acquisitions rise in 2024 as 'smaller IFA firms exit market'

Your profession

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

A growing trend of consolidation within the sector

clock 04 February 2025 • 1 min read
Brooks Macdonald completes Lift buy

Your Business

Brooks Macdonald completes Lift buy

Lift founder Holden to lead financial planning business

clock 03 February 2025 • 2 min read
Titan Wealth eyes Norwich-based IFA Finance Shop

Companies

Titan Wealth eyes Norwich-based IFA Finance Shop

Looking to snap up and merge firm as part of its ‘project Canaries’

clock 31 January 2025 • 2 min read
Acquisition analysis: The top seven biggest M&A deals in 2024 by AUM

Companies

Acquisition analysis: The top seven biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

clock 30 January 2025 • 4 min read
Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Companies

Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Advisa is based in Jersey

clock 24 January 2025 • 1 min read
Perspective closes out 2024 with five more acquisitions

Companies

Perspective closes out 2024 with five more acquisitions

Latest transactions added £375m in assets

clock 21 January 2025 • 2 min read
Administrators reach sale deal for PSG's Unity SIPP

Pensions

Administrators reach sale deal for PSG's Unity SIPP

Scheme operated around 5,500 SIPPs

clock 10 January 2025 • 2 min read
Foster Denovo makes first acquisition of 2025 adding £87m AUA

Companies

Foster Denovo makes first acquisition of 2025 adding £87m AUA

Marks the firm’s seventh acquisition in just over a year

clock 08 January 2025 • 2 min read
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