M&G bolsters wealth arm with another IFA acquisition
Follows hot on the heels of Sandringham Financial Partners deal
M&A
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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
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What do interest rate rises mean for wealth manager M&A?
Borrowing and debt servicing costs are going up, which will impact how much companies are willing to pay
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Progeny assets hit £6.5bn as it snaps up Scottish adviser
Company’s third acquisition in the country
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Titan Wealth swoops on second DFM this year
Deal adds around £180m in AUM
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Columbia Threadneedle completes rebrand of BMO Gam investment trusts
Half of its closed-ended funds will adopt the ‘CT’ prefix from 4 July