Tatton AM sees assets smash £9bn as profits slide
Firm targeting AUM growth of £15bn in three years with £3bn worth of M&A deals anticipated
M&A
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PE-backed consolidator snaps up Tavistock’s £1bn multi-asset arm
‘The deal could be the start of another wave consolidation in the DFM space’
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Fairstone inks fourth M&A deal of 2021
Deal brings around £100m in funds under management
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Mattioli Woods splashes out £143.5m on double swoop
Wealth manager plans £110m equity fundraise to finance acquisitions
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Swiss firm targets UK expansion with 50% stake in Lumin Wealth
VZ Group aims to gain ‘strategic foothold’ in the UK financial advice sector
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Fund buyers expect Saracen Fund Managers revival after Assetco purchase
Martin Gilbert-backed business will buy the Edinburgh-based asset manager in £2.75m deal
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SJP partner firms combine forces in Midlands merger
‘We have come as far as we can with our current structure,’ says Shrewsbury advice business
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Canaccord Genuity WM eyes Scottish expansion with Adam & Company acquisition
The £54m deal will take the Edinburgh-based investment business off RBS’ hands
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Waverton adds £500m to AUM with Scottish adviser buy
Cornerstone Asset Management has offices in Edinburgh and Glasgow and about 1,000 clients
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Mattioli Woods gets £245m asset boost by snapping up Leicester-based IFA
Firm will acquire 100% of Pole Arnold’s issued share capital for an initial consideration of £4m
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BMO jettisons Emea asset management arm to Ameriprise
Deal adds $124bn of AUM to US adviser’s global asset manager Columbia Threadneedle
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James Hay changes M&A terms for Nucleus deal
Comes weeks after reports that Nucleus staff were unhappy with the original offer over fears of staff cuts