Harwood swoops on two firms as it reveals new moniker
Relinquishing the brand was part of the deal when Hurst Point Group bought it in 2020
Author: Robbie Lawther
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Progeny assets hit £6.5bn as it snaps up Scottish adviser
Company’s third acquisition in the country
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FNZ invests in cash management and savings fintech firm
It is ‘more important than ever for the wealth industry to be focused on delivering great consumer outcomes’
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Consolidator secures £5.3m loan for IFA acquisition spree
Funds give the company ‘financial firepower’ to accelerate its plans
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Progeny buys international wealth manager The Fry Group
Expanding its footprint beyond the UK by adding offices in Hong Kong, Singapore, Dubai and Brussels
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Blackrock alum sets up MPS provider amid growing adviser demand
Hot on the heels of Aviva and Vanguard unveiling/expanding their respective model portfolio services
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LGT Wealth Management opens Edinburgh office
Its first in Scotland and fourth in the UK
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Beaufort Group bought by ex-Quilter Financial Planning CEO and CFO
The duo secured private equity funding to set up their own business which has nation-wide ambitions
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Hawksmoor to merge with wealth manager
The combined businesses will have eight offices
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Wren Sterling buys Manchester adviser
Company’s first acquisition since its MBO in July 2021
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Benchmark Capital buys Northern Ireland advice firm
Deal adds £120m in client assets to the Schroders’ subsidiary
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Tavistock buys research firm for £3m
It acquired 21% of parent company LEBC Holdings at the start of the year
