Tavistock’s £1bn multi-asset arm rebrands following acquisition by Titan Wealth
As buyer prepares to roll out centralised investment proposition to IFAs
As buyer prepares to roll out centralised investment proposition to IFAs
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Sandringham Financial Planners has over 180 IFA partners advising on more than £2.5bn of assets
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It wants to make ‘four acquisitions by the end of the year or early 2022′
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‘This is commonly available, why should anyone settle for less?’
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Lowering threshold for initial listing to £100m ‘makes it a perfect size for an acquisition vehicle’
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There has been some confusion over what role Raymond James plays in the UK wealth market
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Bank is targeting a top-three position in D2C self-directed and robo-advice business in the medium term
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It will reportedly raise £25m from investors to fund the acquisition
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PMN Financial acquisition allows CBAM access to high net-worth family clients in Surrey and Hampshire
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Newly formed business will be ‘actively pursuing an IFA consolidation strategy’
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‘There was a clear opportunity to consolidate in order to better serve customers and create increased value’
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The £150m deal makes Rathbones the third largest UK wealth manager, but did it pay over the odds?
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