Companies

Loyal North adds £60m in client funds with Surrey advice firm buy

Companies

Loyal North adds £60m in client funds with Surrey advice firm buy

Whitman Fry will be part of the firm’s regional hub

clock 22 April 2024 • 1 min read
Söderberg & Partners takes stakes in four more advice firms

Companies

Söderberg & Partners takes stakes in four more advice firms

‘We are not a consolidator, our goal is to support passionate entrepreneurs’

clock 16 April 2024 • 2 min read
Single-adviser firm sells to local IFA as he 'shuns consolidators'

Companies

Single-adviser firm sells to local IFA as he 'shuns consolidators'

Simon Aucott sells his firm to Staffordshire-based IFA Bank House

clock 27 February 2024 • 2 min read
MKC Wealth acquires female-focused financial planning firm

Companies

MKC Wealth acquires female-focused financial planning firm

The firm will operate under the new brand MKC Wealth for Women

clock 26 February 2024 • 2 min read
Mattioli Woods selects T. Rowe Price to develop income model portfolio

Companies

Mattioli Woods selects T. Rowe Price to develop income model portfolio

Headed up by investment advisers Yoram Lustig and Michael Walsh

clock 15 January 2024 • 1 min read
Succession Wealth buys Plymouth-based IFA adding £165m in assets

Companies

Succession Wealth buys Plymouth-based IFA adding £165m in assets

This is the wealth manager's third acquisition under Aviva ownership

clock 09 January 2024 • 1 min read
Söderberg & Partners snaps up two more UK advice firms

Companies

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

clock 08 January 2024 • 2 min read
Mercer commits to UK advisers with improved investment offering

Companies

Mercer commits to UK advisers with improved investment offering

Sebastian Maciocia appointed as director of UK wealth management

clock 18 October 2023 • 1 min read
Fairstone strikes deal with Charles Stanley to manage MPS mandate

Companies

Fairstone strikes deal with Charles Stanley to manage MPS mandate

Partnership should help support Fairstone’s advisers

clock 12 October 2023 • 1 min read
B Corp certifications up as 58 UK investment firms join ranks

Companies

B Corp certifications up as 58 UK investment firms join ranks

More than 1,000 businesses attain B Corp certification including 58 investment firms

clock 14 November 2022 • 2 min read
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