SJP partner firm acquires Manchester financial planner
Deal is a ‘significant milestone’ for its growth strategy
M&A
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London IFA ropes in former M&G equity boss for ambitious growth plans
MWA Financial is planning to acquire a number of advice firms over the next three to five years
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SLA offloads Parmenion to European private equity firm in £102m deal
Sale is to simplify SLA’s adviser strategy around its Wrap and Elevate platforms
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Tilney Smith & Williamson scoops up Surrey-based adviser
HFS Milbourne has 30 members of staff and around £450m in assets under influence
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AFH postpones shareholder vote on £225m offer
Trading in the firm’s shares has been suspended since 7.30am on Monday
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Mark Slater rejects £225m AFH takeover bid from US private equity giant
‘We just don’t think they should be looking to sell’
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Mattioli Woods expects more IFAs to sell up ahead of expected CGT changes
Advisers want to make sure they don’t ‘incur higher tax burdens’
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James Hay nabs Nucleus for £145m
Combined business will have around £45bn of assets under administration
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IFA consolidator raises funds to finance M&A war chest
It aims to double in size and complete up to four deals within the next 12 months
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Mattioli Woods snaps up London financial planner for £2.3m
Deal boosts Aim-listed manager’s assets by £80m
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AFH urges shareholders to back £225m takeover bid
As another US firm ventures into the UK wealth management space
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Hawksmoor snapped up by private equity giant Carlyle Group
Follows acquisition of Harwood Wealth Management in March last year