Attivo Group buys UK-based wealth manager
Financial planning firm now has around £3bn in funds under management
Author: Robbie Lawther
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PFS president resigns following CII directors debacle
She accuses the Chartered Insurance Institute of using ‘bullying and intimidation tactics’
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Quilter commercial and propositions director David Tiller dies
‘A legend in the platform industry, a visionary in the truest sense of the word’
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Titan Wealth buys Midlands advice firm
Deal adds £700m in assets under management
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Tavistock boosts funds for acquisition warchest
Firm admits it is currently engaged in discussions with several M&A targets
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PE-backed wealth manager makes double acquisition
Deals takes assets under advice to over £1.8bn
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Benchmark Capital buys 51% stake in advice network
Oculus Wealth Management adds £2bn of assets to the Schroders subsidiary
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SJP partner firm makes fifth acquisition
Deal sees Tweed’s assets under management exceed £435m
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‘Watershed moment’ as FCA seeks to simplify access to advice
In a bid to open up services to mass market consumers
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Nucleus eyes Curtis Banks acquisition
But there is no guarantee that an offer will be made
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Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn
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IFA consolidator completes sixth acquisition
Firm now has over £1bn in assets under management
