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M&A

Wells Fargo AM becomes Allspring Global Investment as CEO retires

Investment

Wells Fargo AM becomes Allspring Global Investment as CEO retires

$587bn AUM

clock 03 November 2021 • 1 min read
Lee Hartley: Ask lots of questions, don't eat the bulls**t

Your Business

Lee Hartley: Ask lots of questions, don't eat the bulls**t

Never mind the stock answers

clock 05 October 2021 • 4 min read
Gresham House completes acquisition of Mobeus Equity Partners' VCT business

Investment

Gresham House completes acquisition of Mobeus Equity Partners' VCT business

Four new VCTs for firm

clock 01 October 2021 • 1 min read
Oaktree acquires Sanlam Wealth UK in £140m deal

Investment

Oaktree acquires Sanlam Wealth UK in £140m deal

Recently invested in Ascot Lloyd

clock 21 September 2021 • 1 min read
Invesco in 'early talks' merger with State Street's asset management arm - reports

Investment

Invesco in 'early talks' merger with State Street's asset management arm - reports

Follows State Street's recent deal

clock 17 September 2021 • 1 min read
Mattioli Woods acquisition of Ludlow Wealth Management faces delays

Companies

Mattioli Woods acquisition of Ludlow Wealth Management faces delays

One-month extension

clock 01 September 2021 • 1 min read
Kingswood hits £6.2bn AUA as it completes Admiral Wealth deal

Your profession

Kingswood hits £6.2bn AUA as it completes Admiral Wealth deal

Financial planning business acquired for £4m

clock 18 August 2021 • 2 min read
FE fundinfo expands Nordic capabilities with FundConnect acquisition

Investment

FE fundinfo expands Nordic capabilities with FundConnect acquisition

Danish fund data and technology company

clock 16 August 2021 • 2 min read
Abrdn acquires Exo Investing to launch '24/7 digital wealth management'

Investment

Abrdn acquires Exo Investing to launch '24/7 digital wealth management'

Automated offering

clock 10 August 2021 • 2 min read

Investment

Martin Gilbert's AssetCo to acquire 63% stake in Rize ETF for £16.5m

Further £5.25m committed to fund growth

clock 22 July 2021 • 2 min read
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