Bristol adviser makes first acquisition since fundraise
Company hopes to reach £5bn in AUM within five years
M&A
-
-
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
-
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
-
Progeny assets hit £6.5bn as it snaps up Scottish adviser
Company’s third acquisition in the country
-
Titan Wealth swoops on second DFM this year
Deal adds around £180m in AUM
-
Columbia Threadneedle completes rebrand of BMO Gam investment trusts
Half of its closed-ended funds will adopt the ‘CT’ prefix from 4 July
-
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’
-
Consolidator secures £5.3m loan for IFA acquisition spree
Funds give the company ‘financial firepower’ to accelerate its plans
-
Progeny buys international wealth manager The Fry Group
Expanding its footprint beyond the UK by adding offices in Hong Kong, Singapore, Dubai and Brussels
-
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
-
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
-
Caledonia looking to sell 7IM for £400m
After rejecting £300m unsolicited takeover bid by Brooks Macdonald