September’s ‘perfect storm’ tempers Abrdn trust’s yearly results
Diversified Income and Growth Trust’s buyback policy ‘refined’
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Liontrust stake weighs on Majedie Trust’s performance
Liontrust has struggled since buying Majedie AM
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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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WH Ireland wealth arm takes 12.5% AUM hit
Fewer AIM transactions also weighed on the firm’s half-year results
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Fairstone acquisition adds £200m to funds under management
Group FUM has surpassed £13bn
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Perspective buys IFA firm and has four more deals in the pipeline
Its 12th acquisition of 2022 adds £115m to AUM
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Brewin boss Beer to lead RBC Wealth as merger nears
He will lead both firms until they integrate in 2023, at which point he will lead the single business
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Kingswood bags Berkshire firm for £6.2m
Barry Fleming and Partners has more than 400 clients and £140m of AUA
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PE-backed wealth manager makes double acquisition
Deals takes assets under advice to over £1.8bn
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Bruising year for River and Mercantile micro-cap strategy
Net assets drop nearly 50% as chairman emphasises need for patience when investing in smaller companies
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Abrdn property income trust pinches pennies
It has cut management fees and restructured its debt in a bid to cut costs
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Benchmark Capital buys 51% stake in advice network
Oculus Wealth Management adds £2bn of assets to the Schroders subsidiary