Brooks Macdonald scoops up £250m with wealth firm acquisition
Its IFA subsidiary is also part of the deal
Author: Robbie Lawther
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SJP partner firm acquires Scottish advice business
It is the company’s second deal in three years
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Morningstar has ‘more work to do’ in UK advice market
Firm talks acquisition of Praemium International and its global wealth plans
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IA to help investors find £781m in lost assets
Free-to-use portal will help locate misplaced pensions, dormant savings accounts or lost investments
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St James’s Place partner firm eyes Scotland expansion
Tweed WM believes Highlands are a ‘massive untapped opportunity’ in the advice sector
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St James’s Place partner firms merge
Owner of one of the businesses is to retire
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7IM quietly exits Jersey with sale to Smith & Williamson International
‘Extenuating circumstances’ behind decision to close the office just four years after it opened
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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
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Saltus acquires Hertfordshire IFA as founder retires
Deal adds £160m in AUM
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Foster Denovo raises £100m for acquisition war chest
‘A number of transactions are already in the pipeline’
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Fidelity and Polar Capital chip in for robo adviser’s £35m fundraise
Loss-making Moneybox has been supported by ex-Fidelity star Anthony Bolton
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Foresight Wealth Strategists buys ESG-focused advice firm
Adding £35m in AUM and 160 clients
