M&A
FE fundinfo expands ESG offering with CSSP acquisition
Deal includes yourSRI.com platform
The fund launches and closures of 2020
Total of 1,014 liquidations or mergers
State Street and UBS mull asset management merger - reports
US firm also considered deal with Invesco
Transatlantic advice firm Kingswood receives 'buy' recommendation from investment bank
Group's US presence ket factor on decision
Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal
Confirmed intentions in May
Liontrust completes Architas deal
Up to £75m
Giles Dunning: Advice sector M&A set for 2021 resurgence
Looming tax hikes fuel M&A interest
7IM completes PWM acquisition as assets swell to £17bn
Acquisition announced in March
£44bn Tilney Smith & Williamson merger to complete on 1 September
Regulatory approvals received in August
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
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