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acquisitions

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
Titan Wealth secures IWP deal

Companies

Titan Wealth secures IWP deal

Brings Titan Wealth’s AUM to approximately £35bn

clock 18 December 2024 • 2 min read
Milecross Financial closes out 2024 with fourth IFA acquisition

Companies

Milecross Financial closes out 2024 with fourth IFA acquisition

Bought Buckinghamshire-based The Martin Cliffe Practice

clock 10 December 2024 • 1 min read
Tavistock: Acquisitions 'key step' in strategic refocus

Companies

Tavistock: Acquisitions 'key step' in strategic refocus

To be a ‘more significant’ asset manager

clock 09 December 2024 • 2 min read
Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

Companies

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The firm’s first entry into Northern Ireland

clock 18 November 2024 • 2 min read
ASH Group sells national advice business Lync Wealth Management

Companies

ASH Group sells national advice business Lync Wealth Management

Lync has bought seven firms that manage a total of £500m

clock 06 November 2024 • 1 min read
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