AMG deal gives Clarfeld UK boost
AMG Wealth Partners has acquired an equity stake in fellow New York-based investor Clarfeld Financial Advisors, which has stated plans to growth its UK advisory operation.
M&A
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Business as usual at Atkinson Bolton
Pension specialist Mattioli Woods has acquired Thoroughbred Wealth Management and its subsidiary Atkinson Bolton Consulting in a deal worth around £6m.
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Tatton acquires Prism Capital
Prism Capital Management’s four risk-rated funds will move to independent asset management business Tatton following its purchase for an undisclosed sum.
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MA activity continues to fall through Q2 2013
European mergers and acquisitions dropped year on year in Q2 2012, both in terms of deal value and deal volume according to data provided by Mergermarket.
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Resisting the advances of networks
Aside from the juggernaut that is St James’s Place in terms of growth of assets, partner numbers and, it seems, share price a few other networks have called for attention in the past few months.
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psigma wealth management arm unaffected
PSigma Investment Management’s CIO Thomas Becket has confirmed the private client wealth management business of Punter Southall Group will be untouched following the takeover of its asset management counterpart by Miton Group.
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Shape acquisition expands AFH
AFH has acquired Shape Financial, a Somerset-based financial adviser with a £1.5m turnover, as it looks to boost its presence in the south west.
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Bellpenny completes eighth acquisition
Bellpenny has completed its largest acquisition to date with the purchase of The Country Partnership, a financial planning firm with around £200m under management putting itself on course to achieve its year-end target of £1bn under management ahead of schedule.
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Bellpenny welcomes next acquisition to the fold
Bellpenny has announced its acquisition of Price Bailey’s client bank and funds under management, its second accountancy IFA acquisition in less than a week.
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MandA not such a big deal afterall
Liberty Global’s acquisition of Virgin Media accounted for almost 60% of the UK’s total deal value in Q1 2013, boosting the quarterly total to almost double that of the same period last year, according to data provided by MergerMarket.
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m and a use it or lose it
Despite a year-on-year fall in M&A activity in Q1 2013, renewed market interest in recent weeks has resulted in an increase in bids and new issues, which could see more UK companies fall into the hands of Americans.
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Standard Life snaps up bargain in Newton deal
Standard Life has bagged itself a bargain, acquiring Newton Private Clients for around £83.5m in a move that will more than triple its AUM.