Succession Wealth adds £175m assets with acquisition of OAP
It is the firm’s 60th M&A deal since 2014
It is the firm’s 60th M&A deal since 2014
Deal expands fund group’s capabilities in sustainable investments for emerging markets
As the digital wealth manager secures £44m to fund its growth plans
Fundsmith founder describes failed £50bn bid for GSK Consumer as a ‘near death experience’
A week after Premier Miton dropped out of the race
From more M&A to the continuing march of ESG, asset management professionals highlight what to expect from the industry this year
Almost 18 months after the advice firm’s founder and CEO died
Chief executive Ian Mattioli says firm is actively looking for both short and long-term M&A targets
Strategic Equity Capital shareholders seek to drop Ken Wotton a year after his appointment and join forces with Odyssean
‘Praemium’s digital-first capabilities will allow us to reduce friction, lower costs, provide more choice, and improve efficiency for advisers’
‘I would estimate at least 50% of deals are not released to the press’
Tilney Smith & Williamson had been reportedly eyeing the wealth manager which owns Psigma IM earlier this year