M&A
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
RWC joined by investment team of multi-strategy firm Agilis
Diversified return team
Foster Denovo acquires London & Capital's UK wealth arm
Second acquisition of 2019
Perspective acquires south London-based adviser Thornton Springer
Third deal of 2019
Brewin Dolphin confirms acquisition of Investec's Irish wealth business
Brewins also looks to raise £60m through share placing
Asset management M&A picks up as boutiques set to feel the pinch
Flurry of tie-ups expected in coming months
Brewin Dolphin buys Bath-based IFA Epoch Wealth Management
Undisclosed fee and AUA
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