Portfolio Adviser and sister titles sold to the Mark Allen Group in £6.5m deal
The acquisition includes the Asia business but not US-based InvestmentNews
M&A
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Attivo Group buys UK-based wealth manager
Financial planning firm now has around £3bn in funds under management
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Team makes loss despite 94% AUMA growth
Contributions from three acquisitions masked a difficult year for the asset and wealth manager
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Titan Wealth buys Midlands advice firm
Deal adds £700m in assets under management
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Tavistock boosts funds for acquisition warchest
Firm admits it is currently engaged in discussions with several M&A targets
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Fairstone acquisition adds £200m to funds under management
Group FUM has surpassed £13bn
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Perspective buys IFA firm and has four more deals in the pipeline
Its 12th acquisition of 2022 adds £115m to AUM
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Kingswood bags Berkshire firm for £6.2m
Barry Fleming and Partners has more than 400 clients and £140m of AUA
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PE-backed wealth manager makes double acquisition
Deals takes assets under advice to over £1.8bn
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Benchmark Capital buys 51% stake in advice network
Oculus Wealth Management adds £2bn of assets to the Schroders subsidiary
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Nucleus eyes Curtis Banks acquisition
But there is no guarantee that an offer will be made
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Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn