Titan Wealth swoops on second DFM this year
Deal adds around £180m in AUM
Author: Cristian Angeloni
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Advisers lack post-wealth transfer strategy
Half of advisers do not have a strategy to retain clients once they inherit
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Caledonia looking to sell 7IM for £400m
After rejecting £300m unsolicited takeover bid by Brooks Macdonald
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Ascot Lloyd poised to seal several M&A deals
Its new parent company has given the IFA firm ‘significant firepower’ to expand its footprint
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M&G inks long-term distribution partnership with Fintel
Joining more than 20 other businesses that have already signed up to the service
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US PE firm acquires majority stake in London & Capital
Management team will retain a ‘significant minority stake’
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Somerset wealth manager acquires outsourcing business
It is targeting 15% annual growth over the next five years
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FCA renews crypto warning as prices collapse
‘Hopes bitcoin would act as an inflation hedge have fast evaporated’
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Kingswood buying spree continues as it inks fifth IFA deal this year
It has four potential acquisitions ‘in exclusive due diligence’
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Tatton Asset Management buys 50% stake in 8AM
With the option to acquire the remaining stake ‘in due course’
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Advisers forced to withdraw from Abrdn fund after ‘oversight’
Fund was made available to retail investors on the Quilter platform by mistake
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FCA hits advisers with 5% fees hike to £86.5m
Watchdog will create 80 roles to help shut down firms that do not meet minimum regulatory standards