M&A
First State rebrands following acquisition
Becomes First Sentier Investors from 22 September
Brooks Macdonald agrees £10m acquisition of Lloyds wealth business
Adds multi-asset and fixed income opportunities
The key management changes under the Jupiter/Merian merger
Several managers join from Merian
Pacific AM acquires Chartered financial planner's DFM arm in Fidelius Group tie-up
Largest strategic partnership to-date for Pacific
Stonehage Fleming to acquire Cavendish Asset Management
Acquiring Cavendish's investment activities
Tilney/Smith & Williamson merger delayed due to coronavirus pandemic
'Significant progess' made in FCA talks so far
FCA approves private equity bid for James Hay owner
Recommended cash offer
Charles Stanley buys Leeds-based Middleton Croft
All managers will move to Charles Stanley
Liontrust set to buy Neptune for £40m
Whole investment team moving over
Liontrust in talks to snap up Neptune assets
Robin Geffen set to sell parts of business
Wren Sterling adds £116m AUA with T D Armstrong purchase
Total AUA now £3.3bn
Businesses downbeat on Brexit despite stockmarkets storming ahead
Deloitte survey finds 83% of CFOs expect worse long-term environment
Clifton Asset Management in talks on 15 more adviser acquisitions
'Fairly developed pipeline'
Embark raises £39m after investment trio take 40% stake in group
Money for organic growth
AFH spends up to £1.7m on second acquisition of 2019
Hertfordshire-based AE Garment
AFH seeks £20m to fund further acquisitions
Five deals in its sights
Merian Global Investors eyes Neptune acquisition
String of Neptune exits
Quilter Private Client Advisers adds £211m AUA with triple acquisition
London area financial planners
Six new acquisitions take Succession past £8bn AUM
55 deals since 2014
Tenet buys client assets of Preston-based adviser firm Colin Galbraith
Network member of 24 years
Quilter completes £42.2m acquisition of Lighthouse
3,900 advisers in total
Intrinsic's Lighthouse acquisition receives court approval
£4m of share options exercised today
Clifton AM acquires Shrewsbury firm in bid to launch regional network
Plan for Life WM 'first step'
Intrinsic's Lighthouse acquisition gains FCA approval
£42.2m recommended cash offer
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