Bellpenny plans to continue buying spree
Bellpenny has said it intends to buy a further ten businesses by the end of 2015, following the completion of its latest wealth management acquisition.
Bellpenny
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Bellpenny plans to continue buying spree
Bellpenny has said it intends to buy a further ten businesses by the end of 2015, following the completion of its latest wealth management acquisition.
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Bellpenny makes 23rd acquisition
Bellpenny has added another name to its ever-expanding list of acquisitions with the purchase of IFA Legal & Professional Services.
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Demographics regulation still driving WM MA
Demographics and regulatory issues are likely to continue to drive M&A within the wealth management space, says Bellpenny CEO, Kevin Ronaldson.
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Bellpenny AUM hits 1 8bn with latest deal
Assets under management of IFA consolidator Bellpenny have hit just over £1.8bn after acquiring Hansen Lloyd Asset Management.
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Bellpenny clinches deal on MDM Associates
The IFA consolidator has racked up its biggest deal to date.
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Bellpenny gains 21m FUM
After completing its 16th deal, IFA consolidator Bellpenny now oversees £1.45bn funds under management.
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Lowcost portfolio range up for grabs at Bellpenny
Financial planners at Bellpenny are able to offer clients bespoke portfolios in their passive model range.
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pa analysis 2013 wm consolidation 2014
Wealth managers have polarised into two distinct categories during 2013: those who believe a regional presence is vital and those who have chosen to consolidate into a few key cities.
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Bellpenny picks up MGW in 13th deal
Bellpenny has purchased Glasgow-based wealth manager MGW for an undisclosed sum as it continues along its acquisition trail.
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Bellpenny bn aum acquisition
Serial IFA acquisitor and wealth management group Bellpenny has completed the acquisition of Newbury-based IFA Meridan Park Associates, bringing its total funds under management to £1bn.
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Tenth deal for acquisitive Bellpenny
Acquisitive wealth manager Bellpenny has completed its tenth deal with the purchase of Glasgow-based IFA KM Financial Advisers.