deals news

Brooks Macdonald buys financial planning firm

Your Business

Brooks Macdonald buys financial planning firm

Acquisition adds around 500 clients

clock 05 November 2024 • 2 min read
Budget M&A impact: 'We completed three deals' the day before

Your Business

Budget M&A impact: 'We completed three deals' the day before

Advice firms pushed to get deals in before 30 October CGT changes

clock 31 October 2024 • 3 min read
FCA's Hulme: Consolidation review a response to 'industry-led' concerns

Regulation

FCA's Hulme: Consolidation review a response to 'industry-led' concerns

FCA ‘agnostic’ on firm size, department head sets out

clock 14 October 2024 • 3 min read
Perspective swoops for two further businesses

Your Business

Perspective swoops for two further businesses

Total acquisition count this year hits 11

clock 02 September 2024 • 2 min read

Your profession

Mattioli Woods acquires adviser firm Caledonia Asset Management for £1.6m

Edinburgh-based wealth manager has £55m AUA

clock 19 April 2021 • 1 min read

Investment

iM Global Partner to build wealth management credentials with US boutique acquisition

Brings AUM above $24bn

clock 09 March 2021 • 2 min read

Platforms

interactive investor to buy Equiniti Group D2C business in £50m deal

Latest ii acquisition

clock 08 March 2021 • 2 min read

Investment

Hurst Point Group completes Hawksmoor acquisition

Deal first announced in January 2021

clock 02 March 2021 • 3 min read

Investment

State Street and UBS mull asset management merger - reports

US firm also considered deal with Invesco

clock 14 December 2020 • 1 min read

Your profession

£44bn Tilney Smith & Williamson merger to complete on 1 September

Regulatory approvals received in August

clock 28 August 2020 • 2 min read