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M&A

Your profession

Succession acquires two advisers for £7m

Consolidator Succession Group has acquired two advice firms from its membership pool for a combined £7m.

clock 25 August 2015 •

Your profession

Sanlam nets £150m in assets from Chartered firm buyout

The wealth planning arm of Sanlam UK has acquired the client bank of Chartered financial planning firm FA Watts Investment Managers.

clock 11 August 2015 •

Your profession

IFP-CISI merger: A force to be reckoned with?

What will the new body look like?

clock 07 August 2015 •

Your profession

AFH Financial buys IFA for £2.9m

IFA consolidator AFH Financial has bought Davisons Financial Management for a total of £2.9m.

clock 06 August 2015 •

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 •
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