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
M&A
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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
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FNZ invests in cash management and savings fintech firm
It is ‘more important than ever for the wealth industry to be focused on delivering great consumer outcomes’
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Consolidator secures £5.3m loan for IFA acquisition spree
Funds give the company ‘financial firepower’ to accelerate its plans
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Progeny buys international wealth manager The Fry Group
Expanding its footprint beyond the UK by adding offices in Hong Kong, Singapore, Dubai and Brussels
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Assetco swoops on SVM Asset Management in £10.7m deal
But its sixth M&A deal since January 2021 marks a big shift in how the acquisition will be funded
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Beaufort Group bought by ex-Quilter Financial Planning CEO and CFO
The duo secured private equity funding to set up their own business which has nation-wide ambitions
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Caledonia looking to sell 7IM for £400m
After rejecting £300m unsolicited takeover bid by Brooks Macdonald
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Ascot Lloyd poised to seal several M&A deals
Its new parent company has given the IFA firm ‘significant firepower’ to expand its footprint