Tavistock rebuffs £15.2m takeover bid
Would-be acquirer believes shareholders ‘deserve the opportunity to decide on the merits of any offer’
Author: Robbie Lawther
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SJP partner firm acquires Manchester financial planner
Deal is a ‘significant milestone’ for its growth strategy
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London IFA ropes in former M&G equity boss for ambitious growth plans
MWA Financial is planning to acquire a number of advice firms over the next three to five years
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SLA offloads Parmenion to European private equity firm in £102m deal
Sale is to simplify SLA’s adviser strategy around its Wrap and Elevate platforms
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James Hay to ‘address’ Nucleus staff concerns over £145m deal
Employees fear there will be a large number of jobs losses after acquisition completes
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Mark Slater rejects £225m AFH takeover bid from US private equity giant
‘We just don’t think they should be looking to sell’
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Mattioli Woods expects more IFAs to sell up ahead of expected CGT changes
Advisers want to make sure they don’t ‘incur higher tax burdens’
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James Hay nabs Nucleus for £145m
Combined business will have around £45bn of assets under administration
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US investor snaps up 22% stake in Canaccord Genuity’s UK wealth business
Funding will help the company grow through ‘both internal development and acquisitions’
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London wealth firm collapses into administration
‘Due to delays in the investment required for the business to begin trading’
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What’s on financial advisers’ wish lists for 2021?
Last year was a learning curve but this year is about ‘building the future of advice’
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Hawksmoor snapped up by private equity giant Carlyle Group
Follows acquisition of Harwood Wealth Management in March last year
