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.
M&A
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Permira in final talks with Deutsche over Tilney
Buyout talks between private equity group Permira and Deutsche Bank over its Tilney assets are thought to be nearing their final stage.
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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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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.
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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.
