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private equity

'Don't think of consolidation as the end of independent advice. It isn't'

Your profession

'Don't think of consolidation as the end of independent advice. It isn't'

Continuity before everything else

clock 02 September 2026 • 5 min read
Why more advice firms are looking to sell minority stakes

Your Business

Why more advice firms are looking to sell minority stakes

'But as ever, beware the small print'

clock 02 September 2026 • 4 min read
Beckett IM sees majority PE stake sold to WestBridge

Companies

Beckett IM sees majority PE stake sold to WestBridge

Sees majority exit from Foresight Group

clock 13 August 2026 • 2 min read
Lockhart Capital Management receives PE minority investment

Companies

Lockhart Capital Management receives PE minority investment

Will remain majority owned and controlled by employees

clock 06 August 2026 • 1 min read
PE backer sells My Pension Expert to Valeas Capital Partners

Companies

PE backer sells My Pension Expert to Valeas Capital Partners

Takes over from Palatine

clock 23 July 2026 • 3 min read
PE firm Stone Point Capital completes Amber River deal

Companies

PE firm Stone Point Capital completes Amber River deal

Figures were not disclosed

clock 21 July 2026 • 2 min read
The human question: How PE-backed firms can retain their talent

Your profession

The human question: How PE-backed firms can retain their talent

'In a people business, cultural integration is key to preserving client trust, adviser continuity and value'

clock 15 July 2026 • 4 min read
Most advice firms only 'somewhat satisfied' with platforms' data

Wrap/platforms

Most advice firms only 'somewhat satisfied' with platforms' data

According to NextWealth’s Data Openness Report 2026

clock 18 June 2026 • 2 min read
IFA Pension Pulse secures PE investment

Companies

IFA Pension Pulse secures PE investment

HGL Private Capital backs advice firm for undisclosed sum

clock 12 June 2026 • 1 min read
UK IFA deal numbers hit 'new peak' in 2025

Your profession

UK IFA deal numbers hit 'new peak' in 2025

Deals rose from 50 to 133 between 2020 and 2025

clock 12 May 2026 • 4 min read
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