M&A

Companies

Tavistock to acquire Price Bailey IFA for £3.6m

Deal adds £166m FUM to the group

clock 23 November 2016 • 2 min read

Companies

Fairstone Group to add £30m FUM with Bankfield deal

Full acquisition planned after integration period

clock 15 November 2016 • 1 min read

Companies

Schroders backs tech-based adviser support business Benchmark Capital

CEO Harrison to chair board

clock 10 November 2016 • 1 min read

Companies

M&A among small IFA firms set to increase - research

Retirement plan main driver, finds Investec W&I

clock 01 November 2016 • 2 min read

Wrap/platforms

Standard Life consults advisers on new platform

Follows takeover of Axa's Elevate

clock 01 November 2016 • 1 min read

Companies

Succession acquires education adviser Affinity for £5m

Adds £150m FUM to books

clock 24 October 2016 • 1 min read

Companies

The Private Office ups London presence with PQR acquisition

‘Platform for further growth' - TPO

clock 17 October 2016 • 2 min read

Companies

Ascot Lloyd mulls AIM listing to fund expansion plans

Wants to become national IFA

clock 13 October 2016 • 1 min read

Companies

Old Mutual estimates closing London base will cost up to £65m

Announced managed separation in March

clock 11 October 2016 • 3 min read

Companies

City Financial agrees to sell The Adviser Centre to Embark Group

Toogood and team transitioning to new ownership

clock 10 October 2016 • 2 min read