consolidation
Your profession
Consolidation vehicle Succession Advisory Services has taken on four member firms in 2012, bringing in combined assets under management (AUM) of some £430m.
10 January 2012
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Your profession
IFA consolidator Perspective Financial Group has made its first acquisitions of 2011 to take its tally to 22 since inception three years ago.
17 June 2011
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Your profession
IFA consolidator Perspective Financial Group has raised £10.6m for further acquisitions as it aims to add to the 20 business it has already purchased.
24 March 2011
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Your profession
Michael Moore (Life & Pensions) has become the latest business to join consolidator Succession Advisory Services.
14 February 2011
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International
The international private medical insurance (IPMI) market will see growth in 2011 but with consolidation and increasing demand for add on products and benefits, ALC Health has predicted.
20 January 2011
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Your profession
Perspective Financial Group has made its 20th acquisition with the purchase of Leedham Independent Financial Advisers.
06 January 2011
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Your profession
Perspective Financial Group has acquired Equilibrium Wealth Management, bringing its total number of acquisitions to 19.
23 December 2010
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Your profession
Succession has hit out at firms purchasing IFA businesses merely to increase funds under management, warning advisers themselves are hugely undervalued in the current climate.
23 November 2010
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Your profession
Succession Advisory Services will consolidate about a quarter of its 30 member firms ahead of schedule after investment boutique Spearpoint acquired a majority stake in the business.
09 November 2010
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Your profession
IFA consolidator Succession Advisory Services has received FSA authorisation to arrange investment deals, though not to give advice.
15 October 2010
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