Private equity-backed wealth manager Skerritts buys advice firm
Adding £330m to AUM with more deals set to complete later this year
M&A
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IWP completes 31st acquisition since 2019
Deal adds £252m of assets under advice
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One Four Nine bolsters Scotland presence with IFA acquisition
Deal brings AUM to £800m, staff to 70 and clients to around 2,500
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PE company snaps up majority stake in Saltus
Backing will ‘significantly accelerate’ UK wealth firm’s current growth plans
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M&G bolsters wealth arm with another IFA acquisition
Follows hot on the heels of Sandringham Financial Partners deal
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Natwest and trio of private equity firms vie for Quilter
Rumoured acquisition offers value the wealth company in the region of £1.4bn
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Fifth advice firm joins Evelyn Partners succession programme
Scheme was launched in late 2021 and offers advisers nearing retirement a home for their clients
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Hawksmoor parent buys wealth and asset management group
Deal takes AUMA to nearly £8bn
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One Four Nine enters Scotland advice market with acquisition
Marking the consolidator’s fourth M&A deal since it launched in late 2021
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Schroders scoops up minority stake in blockchain focused asset manager
To develop its tokenisation strategy and offer investment solutions to clients ‘where appropriate’
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Bristol adviser makes first acquisition since fundraise
Company hopes to reach £5bn in AUM within five years
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Harwood swoops on two firms as it reveals new moniker
Relinquishing the brand was part of the deal when Hurst Point Group bought it in 2020