£20bn family office closes in on merger with US advice giant
London-based Alvarium Investments set to merge with Tiedemann Advisors and go public
Governance
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Tavistock’s £1bn multi-asset arm rebrands following acquisition by Titan Wealth
As buyer prepares to roll out centralised investment proposition to IFAs
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M&G Wealth agrees to buy Huddersfield advice firm
Sandringham Financial Planners has over 180 IFA partners advising on more than £2.5bn of assets
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Clifton Asset Management buys Portsmouth-based wealth manager
It wants to make ‘four acquisitions by the end of the year or early 2022′
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Abrdn looks to play catch-up with 24/7 digital wealth management app
‘This is commonly available, why should anyone settle for less?’
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FCA Spac changes to have ‘significant impact’ on UK advice M&A
Lowering threshold for initial listing to £100m ‘makes it a perfect size for an acquisition vehicle’
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Raymond James set to clarify its UK identity with Charles Stanley acquisition
There has been some confusion over what role Raymond James plays in the UK wealth market
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Lloyds Bank buys retirement platform Embark for £390m
Bank is targeting a top-three position in D2C self-directed and robo-advice business in the medium term
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Martin Gilbert-backed Assetco eyes Rize ETF
It will reportedly raise £25m from investors to fund the acquisition
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Close Brothers acquires Surrey-based IFA with £300m AUM
PMN Financial acquisition allows CBAM access to high net-worth family clients in Surrey and Hampshire
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PE firm makes double acquisition to create UK wealth manager
Newly formed business will be ‘actively pursuing an IFA consolidation strategy’
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Private equity firm completes £232m acquisition of AFH
‘There was a clear opportunity to consolidate in order to better serve customers and create increased value’