M&A

Investment

European Wealth buys fund manager for £750k

Plans to launch institutional service this year

clock 13 September 2016 • 1 min read

Equity release

Former Partnership CEO joins Retirement Bridge board

Firm was rebranded by private equity backers in May

clock 06 September 2016 • 1 min read

Companies

Succession adds £200m of funds with latest addition

Lewis Chambers joins consolidator

clock 01 September 2016 • 1 min read

Companies

Harwood buys adviser network for £4m

Network posted £24k pre-tax loss

clock 30 August 2016 • 1 min read

Wrap/platforms

Aegon buys Cofunds for £140m to become industry's biggest platform

L&G sells off adviser platform after months of speculation

clock 11 August 2016 • 4 min read

Companies

Ascot Lloyd in national push with Dorset acquisition

Wants to become a national IFA

clock 02 August 2016 • 2 min read

Companies

European Wealth appoints John Morton as CEO

Chief operating officer Simon Ray made executive director

clock 01 August 2016 • 1 min read

Companies

Succession continues M&A drive with Caledonia Financial Planning

Adds £150m of assets

clock 08 July 2016 • 1 min read

Companies

Standard Life's 1825 adds £350m with Jones Sheridan acquisition

Creates North West regional office

clock 04 July 2016 • 1 min read

People

Succession acquires Maze Wealth for £1.2m

Received funding for expansion in June

clock 13 June 2016 • 1 min read