professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

M&A

Close Brothers Asset Management sale to Oaktree completes

Companies

Close Brothers Asset Management sale to Oaktree completes

To trade as CBAM with name change expected 'in due course'

clock 03 March 2025 • 1 min read
Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Companies

Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Deal first announced last September

clock 24 February 2025 • 1 min read
Saltus buys Lowes Financial Management

Your Business

Saltus buys Lowes Financial Management

‘Greater negotiation clout’ and tech investment cited as deal drivers

clock 17 February 2025 • 2 min read
M&A process a 'disturbing event' for IFAs

Your profession

M&A process a 'disturbing event' for IFAs

‘Acquisitions have emotional toll on everyone involved'

clock 10 February 2025 • 6 min read
Brooks Macdonald completes Lift buy

Your Business

Brooks Macdonald completes Lift buy

Lift founder Holden to lead financial planning business

clock 03 February 2025 • 2 min read
Editor's view: AI reward outweighs the risk for savvy financial advisers

Your Business

Editor's view: AI reward outweighs the risk for savvy financial advisers

The editor's Friday Night Takeaway from 31January

clock 31 January 2025 • 5 min read
M&A support service targets wealth management sector

Your profession

M&A support service targets wealth management sector

The Flower Group to cut acquisition timelines by six weeks

clock 24 January 2025 • 1 min read
Wealth managers drive record M&A surge as UK deals climb 26% in 2024

Your profession

Wealth managers drive record M&A surge as UK deals climb 26% in 2024

UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024

clock 09 January 2025 • 1 min read
Titan Wealth secures IWP deal

Companies

Titan Wealth secures IWP deal

Brings Titan Wealth’s AUM to approximately £35bn

clock 18 December 2024 • 2 min read
Analysis: Advice M&A continues apace as FCA review looms

Your profession

Analysis: Advice M&A continues apace as FCA review looms

Firms taking very different approaches to buying and selling

clock 18 November 2024 • 7 min read
234
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=m a