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
M&A
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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
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Silver lining for Liontrust as share price drop slices £50m off Majedie takeover
FTSE 250 fund manager’s shares have tumbled over 45% since December
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SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
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Hawksmoor assets surge to £2.7bn as it absorbs Wellian
Richard Philbin to lead new Investment Solutions division
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Twentyfour trust gets go ahead for £700m merger with UK Mortgages
TFIF board was criticised for not giving shareholders a say on the transaction
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Gresham House AUM jumps 65% as net inflows triple
Asset manager also unveils acquisition of Irish real estate firm
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Goldman Sachs among four suitors for Nucleus stake
Three private equity firms are also reportedly circling the platform
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Octopus Investments merges away ‘uncompetitive’ DFM offering
OCF set to rise for most customers
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Lumin Wealth makes fourth acquisition
Deal brings group AUM to £800m
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Aviva buys Succession Wealth in £385m deal
It will retain its brand and continue to operate as a separately regulated advice firm