M&A

Companies

European Wealth to rebrand as Kingswood following US acquisition

Part of global push

clock 11 October 2017 • 1 min read

Your profession

AFH buys Truro-based Duchy WM for up to £630,000

Increases FUM by £60m

clock 02 October 2017 • 1 min read

Investment

AXA IM under review for potential merger - report

Natixis a possible partner

clock 15 September 2017 • 1 min read

Companies

BNP Paribas AM acquires majority stake in European robo-adviser

Follows 'major rethink' of firm's offering

clock 07 September 2017 • 1 min read

Companies

OMW adds £205m adviser to national firm

Will operate as a regional office

clock 01 September 2017 • 1 min read

Investment

S&W seeks IPO after Rathbones abandons merger plans

'Unable to agree terms'

clock 01 September 2017 • 1 min read

Companies

Tilney challenges Rathbones with rival bid for Smith & Williamson

All-cash offer

clock 29 August 2017 • 1 min read

Companies

Sanlam UK to acquire Tavistock Financial for £1m

Network of 158 advisers

clock 10 August 2017 • 2 min read

Your profession

Key Retirement CEO retires after Partners Group acquisition

£208m acquisition finalised

clock 03 August 2017 • 1 min read

Companies

Tilney acquires £162m book of business from Midas

Two senior staff to transfer over

clock 03 August 2017 • 1 min read