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M&A

Your profession

AFH Financial buys two IFAs for £1.1m

IFA consolidator AFH Financial has bought Quest Financial Management and Phoenix Independent Financial Services for a combined £1.1m.

clock 27 July 2015 •

Your profession

European Wealth completes ISM Solutions acquisition

Wealth manager European Wealth has completed the £3m acquisition of IFA business ISM Solutions it announced in its annual results in May.

clock 02 July 2015 •

Your profession

Aberdeen acquisitions head to retire after 28 years

Aberdeen Asset Management's head of acquisitions Hugh Little is to retire from the business after almost three decades at the fund house.

clock 09 June 2015 •

Your profession

Succession snaps up adviser for £2.9m

Adviser consolidator Succession group has bought DNG Financial Solutions, its fourteenth member firm buyout en route to a target of 50 firms by end 2017.

clock 08 June 2015 •

Your profession

Bellpenny completes two more IFA buyouts

Consolidator Bellpenny has completed two more IFA acquisitions bringing an additional £56m in funds under management and more than 250 clients.

clock 08 June 2015 •

Your profession

Sanlam buys 20% stake in Caerus network

Wealth manager Sanlam UK has bought a 20% stake in the Caerus network alongside the firm's entire asset management business.

clock 05 June 2015 •

Your profession

Beaufort hires distribution manager for expansion drive

Wealth manager the Beaufort group has poached Sanlam head of partnerships Oliver Couchman to head its distribution team.

clock 04 June 2015 •

Your profession

European Wealth raises £2m towards ISM Solutions acquisition

Wealth manager European Wealth has raised £2m towards its planned acquisition of IFA ISM Solutions.

clock 28 May 2015 •

Your profession

Davy adds £230m AUM with latest wealth manager buy

Northern Ireland-based wealth manager Davy Private Clients UK has acquired financial adviser and investment firm Graham Corry Cheevers, adding £230m of assets to its books.

clock 13 May 2015 •

Your profession

Bellpenny swoops on IFAs to swell FUM to £3bn

National wealth manager and consolidator Bellpenny has acquired two IFA firms with a combined £84m funds under management (FUM).

clock 11 May 2015 •
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