GSI Group acquires financial advice firm
As it sets out ambitious consolidation plans
Author: Cristian Angeloni
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Paul Feeney exits after 10 years as Quilter CEO
Steven Levin will assume the top job on 1 November
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IFA group Wren Sterling makes third acquisition of 2022
The deal adds £250m in AuM to Wren Sterling and strengthens presence in Warwickshire
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Irish acquisition takes Kingswood AUA to £10bn
It is the seventh M&A deal for the firm this year
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IFA consolidator closes trio of M&A deals
Just weeks after entering the Scottish market with a double acquisition
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Evelyn Partners acquires investment management firm
Deal brings in £90m in assets under advice
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Fairstone enters Irish advice market
It is the group’s fifth acquisition of the year
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Evelyn Partners adds sixth advice firm to succession programme
Deal will see four members of staff join the wealth management group
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One Four Nine bolsters Scotland presence with IFA acquisition
Deal brings AUM to £800m, staff to 70 and clients to around 2,500
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M&G bolsters wealth arm with another IFA acquisition
Follows hot on the heels of Sandringham Financial Partners deal
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Natwest and trio of private equity firms vie for Quilter
Rumoured acquisition offers value the wealth company in the region of £1.4bn
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Dynamic Planner bags ‘significant’ private equity investment
Funding will ‘take the business to the next level’ as it eyes UK and European expansion