Swann Financial deal brings Eight Financial Advice’s AUM to £4.5bn
Growth alone is no longer enough
A shift from acquisition strategy to integration capability
Deals rose from 50 to 133 between 2020 and 2025
‘The era of buying advice firms simply for scale is well and truly over’
In wealth management M&A regulation has moved from footnote to headline
Advice sector stable but room for growth
What growing businesses get wrong about culture – and how to get it right
Bought West Midlands-based firm in latest buyout deal
Long-standing clients of Benchmark join its ranks