St James’s Place partner firms merge
Owner of one of the businesses is to retire
M&A
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River and Mercantile acquisition sails through Assetco vote
Just two ballots were cast against the deal
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US investment firm takes 20% stake in Crux Asset Management
A senior vice president of the Arkansas-headquartered company will join the board in a non-exec role
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7IM quietly exits Jersey with sale to Smith & Williamson International
‘Extenuating circumstances’ behind decision to close the office just four years after it opened
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Saltus acquires Hertfordshire IFA as founder retires
Deal adds £160m in AUM
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Foster Denovo raises £100m for acquisition war chest
‘A number of transactions are already in the pipeline’
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Natwest in rumoured £3bn bid for Tilney Smith & Williamson
A week after the UK government stopped being a majority shareholder in the bank
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MitonOptimal exits the Channel Islands after sale to Ravenscroft completes
It offloaded its UK DFM business to multi-manager Alpha Beta Partners last year
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Foresight Wealth Strategists buys ESG-focused advice firm
Adding £35m in AUM and 160 clients
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Sarasin acquires ex-Abrdn duo’s boutique in private markets push
Alex Barr and James Witter’s PE business absorbed less than a year after launching
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Brewin shares leap 60% as RBC buys DFM at a hefty premium
Deal values the wealth manager at £1.6bn
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Nucleus sold for second time in a year
Private equity acquirer also holds a 22% share in Canaccord Genuity Wealth Management UK