acquisitions

Atomos acquires North London female-based advice firm

Your profession

Atomos acquires North London female-based advice firm

Equanimity offers advice to female HNW clients and business owners

clock 06 September 2023 • 1 min read
BRI acquires Singular Financial Planning adding £30m AUM

Companies

BRI acquires Singular Financial Planning adding £30m AUM

Wealth management firm completes second Midlands-based acquisition

clock 05 September 2023 • 1 min read
Perspective makes three further acquisitions adding £250m in AUM

Your profession

Perspective makes three further acquisitions adding £250m in AUM

The firm is to complete seven more deals in the coming months

clock 04 September 2023 • 1 min read
Advice firms acquired by Fairstone net average 116% earn-out price

Companies

Advice firms acquired by Fairstone net average 116% earn-out price

Downstream buy-out programme

clock 09 June 2022 • 2 min read
Perspective signs four deals to hit 50th acquisition

Your profession

Perspective signs four deals to hit 50th acquisition

Adds £335m AUM

clock 17 March 2022 • 2 min read
Succession Wealth snaps up two IFAs

Your profession

Succession Wealth snaps up two IFAs

Adds £211m AUA

clock 20 December 2021 • 1 min read
Perspective acquires Kent-based IFA in eighth deal of 2021

Companies

Perspective acquires Kent-based IFA in eighth deal of 2021

Adds £55m AUM

clock 23 November 2021 • 1 min read
Oaktree acquires Sanlam Wealth UK in £140m deal

Investment

Oaktree acquires Sanlam Wealth UK in £140m deal

Recently invested in Ascot Lloyd

clock 21 September 2021 • 1 min read
Goldman Sachs Asset Management to buy NN Investment Partners for €1.6bn

Investment

Goldman Sachs Asset Management to buy NN Investment Partners for €1.6bn

Deal to close at the beginning of 2022

clock 19 August 2021 • 2 min read

Platforms

'Only a matter of time': Industry reacts to Lloyds £390m Embark deal

'M&A space certainly shows no sign of letting up yet'

clock 29 July 2021 • 3 min read