Perspective Financial Group buys Cambridgeshire firm
It has made 51 acquisitions since 2008 and has a ‘good pipeline’ for even more in 2022/23
M&A
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Schroders trust shares pep up as former Woodford holding merges with Spac
Value of SUPP’s holding in Benevolent AI written up by a further 40%
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European PE investor buys Ascot Lloyd
IFA firm is currently owned by US investor Oaktree Capital Management, which bought Sanlam’s wealth operations in 2021
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Tatton Asset Management buys 50% stake in 8AM
With the option to acquire the remaining stake ‘in due course’
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St James’s Place partner firms merge
Owner of one of the businesses is to retire
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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