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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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  • Trending now
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M&A

FE fundinfo expands ESG offering with CSSP acquisition
  • Investment
FE fundinfo expands ESG offering with CSSP acquisition

Deal includes yourSRI.com platform

  • 07 January 2021
The fund launches and closures of 2020
  • Investment
The fund launches and closures of 2020

Total of 1,014 liquidations or mergers

  • 14 December 2020
State Street and UBS mull asset management merger - reports
  • Investment
State Street and UBS mull asset management merger - reports

US firm also considered deal with Invesco

  • 14 December 2020
Transatlantic advice firm Kingswood receives 'buy' recommendation from investment bank
  • Your profession
Transatlantic advice firm Kingswood receives 'buy' recommendation from investment bank

Group's US presence ket factor on decision

  • 07 December 2020
Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal
  • Your profession
Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal

Confirmed intentions in May

  • 23 November 2020
Liontrust completes Architas deal
  • Investment
Liontrust completes Architas deal

Up to £75m

  • 02 November 2020
Giles Dunning: Advice sector M&A set for 2021 resurgence
  • Your profession
Giles Dunning: Advice sector M&A set for 2021 resurgence

Looming tax hikes fuel M&A interest

  • 07 October 2020
7IM completes PWM acquisition as assets swell to £17bn
  • Wrap/platforms
7IM completes PWM acquisition as assets swell to £17bn

Acquisition announced in March

  • 01 October 2020
£44bn Tilney Smith & Williamson merger to complete on 1 September
  • Your profession
£44bn Tilney Smith & Williamson merger to complete on 1 September

Regulatory approvals received in August

  • 28 August 2020
First State rebrands following acquisition
  • Investment
First State rebrands following acquisition

Becomes First Sentier Investors from 22 September

  • 29 July 2020
Brooks Macdonald agrees £10m acquisition of Lloyds wealth business
  • Investment
Brooks Macdonald agrees £10m acquisition of Lloyds wealth business

Adds multi-asset and fixed income opportunities

  • 24 June 2020
The key management changes under the Jupiter/Merian merger
  • Investment
The key management changes under the Jupiter/Merian merger

Several managers join from Merian

  • 11 June 2020
Pacific AM acquires Chartered financial planner's DFM arm in Fidelius Group tie-up
  • Investment
Pacific AM acquires Chartered financial planner's DFM arm in Fidelius Group tie-up

Largest strategic partnership to-date for Pacific

  • 11 June 2020
Stonehage Fleming to acquire Cavendish Asset Management
  • Investment
Stonehage Fleming to acquire Cavendish Asset Management

Acquiring Cavendish's investment activities

  • 23 April 2020
Tilney/Smith & Williamson merger delayed due to coronavirus pandemic
  • Your profession
Tilney/Smith & Williamson merger delayed due to coronavirus pandemic

'Significant progess' made in FCA talks so far

  • 15 April 2020
FCA approves private equity bid for James Hay owner
  • Companies
FCA approves private equity bid for James Hay owner

Recommended cash offer

  • 13 August 2019
Charles Stanley buys Leeds-based Middleton Croft
  • Industry
Charles Stanley buys Leeds-based Middleton Croft

All managers will move to Charles Stanley

  • 01 August 2019
Liontrust set to buy Neptune for £40m
  • Companies
Liontrust set to buy Neptune for £40m

Whole investment team moving over

  • 31 July 2019
Liontrust in talks to snap up Neptune assets
  • Companies
Liontrust in talks to snap up Neptune assets

Robin Geffen set to sell parts of business

  • 29 July 2019
Wren Sterling adds £116m AUA with T D Armstrong purchase
  • Companies
Wren Sterling adds £116m AUA with T D Armstrong purchase

Total AUA now £3.3bn

  • 10 July 2019
Businesses downbeat on Brexit despite stockmarkets storming ahead
  • Markets
Businesses downbeat on Brexit despite stockmarkets storming ahead

Deloitte survey finds 83% of CFOs expect worse long-term environment

  • 08 July 2019
Clifton Asset Management in talks on 15 more adviser acquisitions
  • Your profession
Clifton Asset Management in talks on 15 more adviser acquisitions

'Fairly developed pipeline'

  • 05 July 2019
Embark raises £39m after investment trio take 40% stake in group
  • Your profession
Embark raises £39m after investment trio take 40% stake in group

Money for organic growth

  • 04 July 2019
AFH spends up to £1.7m on second acquisition of 2019
  • Companies
AFH spends up to £1.7m on second acquisition of 2019

Hertfordshire-based AE Garment

  • 01 July 2019
123

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Adviser launches petition to stop UK cryptocurrency transactions
FCA asks struggling firms: 'How long do you expect to remain in business?'
FCA asks struggling firms: 'How long do you expect to remain in business?'
FSCS declares six advice firms in default in November & December
FSCS declares six advice firms in default in November & December
'Looks like a swimming certificate': No CII plans to U-turn on digital copies while adviser shuns Fellowship status chase over exam difficulties
'Looks like a swimming certificate': No CII plans to U-turn on digital copies while adviser shuns Fellowship status chase over exam difficulties
What can Netflix hit Bridgerton teach us about financial planning?
What can Netflix hit Bridgerton teach us about financial planning?
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