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M&A

  • Nucleus eyes Curtis Banks acquisition

    Nucleus eyes Curtis Banks acquisition

    But there is no guarantee that an offer will be made

    November 28, 2022
  • Progeny snaps up UK financial planning firm

    Progeny snaps up UK financial planning firm

    Deal takes assets under management to nearly £7bn

    November 23, 2022
  • Benchmark buys advice firm Advison

    Benchmark buys advice firm Advison

    Schroders’ subsidiary has also picked up a 49% stake in a chartered financial planning firm

    November 22, 2022
  • What lies ahead for markets in the coming months?

    What lies ahead for markets in the coming months?

    Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts

    November 17, 2022
  • IFA consolidator completes sixth acquisition

    IFA consolidator completes sixth acquisition

    Firm now has over £1bn in assets under management

    November 15, 2022
  • UK financial planning firm makes first acquisition

    UK financial planning firm makes first acquisition

    Deal expands the company’s presence in the Midlands

    November 14, 2022
  • Kingswood buys Scottish advice company for £5.1m

    Kingswood buys Scottish advice company for £5.1m

    It is the firm’s first acquisition in the country

    November 14, 2022
  • Perspective inks 10th acquisition of 2022

    Perspective inks 10th acquisition of 2022

    It has its ‘biggest ever’ pipeline of M&A deals coming in the next 18 months

    November 7, 2022
  • Kingswood splashes out £8.6m on two advice firms

    Kingswood splashes out £8.6m on two advice firms

    With five more deals expected to close in the next few months

    November 3, 2022
  • One Four Nine Group revamps senior team with triple hire

    One Four Nine Group revamps senior team with triple hire

    It has appointed a COO, CCO and M&A director

    November 1, 2022
  • Signia Wealth inks management buyout

    Signia Wealth inks management buyout

    Founder John Caudwell has stepped down 13 years after setting up the company

    October 13, 2022
  • Rathbones’ Jackson: UK economy is more resilient than in 2008/09

    Rathbones’ Jackson: UK economy is more resilient than in 2008/09

    Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive

    October 12, 2022

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