mergers and acquisitions

Your profession

Daniel Baade: The rise of debt financing in IFA M&A

There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...

clock 22 January 2021 • 4 min read

Investment

State Street and UBS mull asset management merger - reports

US firm also considered deal with Invesco

clock 14 December 2020 • 1 min read

Investment

Tatton eyes £150m-plus AUM acquisitions as Liontrust nabs Architas UK business

Group plots turnaround after missing out on deal

clock 25 November 2020 • 2 min read

Your profession

Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal

Confirmed intentions in May

clock 23 November 2020 • 2 min read

Investment

Liontrust completes Architas deal

Up to £75m

clock 02 November 2020 • 2 min read

Your profession

Giles Dunning: Advice sector M&A set for 2021 resurgence

Looming tax hikes fuel M&A interest

clock 07 October 2020 • 4 min read

Your profession

£44bn Tilney Smith & Williamson merger to complete on 1 September

Regulatory approvals received in August

clock 28 August 2020 • 2 min read

Investment

Brooks Macdonald agrees £10m acquisition of Lloyds wealth business

Adds multi-asset and fixed income opportunities

clock 24 June 2020 • 3 min read

Investment

The key management changes under the Jupiter/Merian merger

Several managers join from Merian

clock 11 June 2020 • 4 min read

Investment

Pacific AM acquires Chartered financial planner's DFM arm in Fidelius Group tie-up

Largest strategic partnership to-date for Pacific

clock 11 June 2020 • 2 min read