Caledonia sells 7IM stake to Canadian pension fund in £255m deal
Ontario Teachers’ Pension Plan Board to become majority shareholder
Merger And Acquisition
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Progeny buys Nottingham-based wealth manager
Purchase brings Progeny’s AUM to £8bn
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Kingswood bags Berkshire firm for £6.2m
Barry Fleming and Partners has more than 400 clients and £140m of AUA
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GSI Group acquires financial advice firm
As it sets out ambitious consolidation plans
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Advanta adds £100m AUM with trio of Scottish acquisitions
The advice group has also opened an office in Dundee as it looks to increase its presence north of the border
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Assetco tipped as better home for R&M than Premier Miton
The UK All Companies sector would contain six different funds with a Premier Miton/R&M badge if the two managers joined forces
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SJP announces second merger of partner firms in a week
As the wealth manager reports £135bn of funds under management in Q1 2021
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Brooks Macdonald buys Lloyds Bank Channel Islands wealth business for £10m
Deal will increase its international arm’s funds under management to £2.5bn
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Al Gore’s investment firm buys platform tech giant FNZ
Tech firm that powers platforms at firms such as Aviva and Zurich valued at £1.7bn
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Chinese conglomerate moves on Guernsey and London fund houses
A Chinese conglomerate with ambitions in the west has acquired a London-based asset manager and its Guernsey-based subsidiary.
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Brown Shipley acquisition strengthens London office
Brown Shipley has announced the acquisition of the private bank Insinger de Beaufort’s (IdB) and its integration into its London office.
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Wealth manager acquires second advice firm in a year
Wealth manager and legal adviser Progeny Group has acquired Chestergate Financial Planning in a continued push of its ‘acquire to hire’ strategy.
