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Companies

Advice tech firm Focus completes management buyout from Abrdn

Companies

Advice tech firm Focus completes management buyout from Abrdn

Abrdn remains minority investor

clock 16 December 2024 • 3 min read
Mattioli Woods snaps up Cullen Wealth

Companies

Mattioli Woods snaps up Cullen Wealth

Companies House filings outline pre-Budget swoop

clock 04 November 2024 • 2 min read
Financial planning firm Boosst becomes employee-owned

Companies

Financial planning firm Boosst becomes employee-owned

100% of shares transferred to the EOT without imposing any third-party debt

clock 28 October 2024 • 2 min read
Openwork receives minority investment from Bain Capital

Companies

Openwork receives minority investment from Bain Capital

Following the network’s hunt for minority investor support in 2023

clock 28 October 2024 • 2 min read
Hargreaves Lansdown founders praised after takeover bid

Companies

Hargreaves Lansdown founders praised after takeover bid

£5.4bn PE consortium offer was accepted in August

clock 13 September 2024 • 2 min read
Nick Train tight-lipped on Hargreaves Lansdown takeover

Investment

Nick Train tight-lipped on Hargreaves Lansdown takeover

Shareholders to vote on consortium's £5.4bn bid for Hargreaves Lansdown

clock 16 August 2024 • 1 min read
MKC Wealth snaps up Dartford and Macclesfield IFAs

Companies

MKC Wealth snaps up Dartford and Macclesfield IFAs

Both firms have been acquired for an undisclosed sum

clock 17 May 2024 • 1 min read
St James's Place takes stake to retain one of its largest partner firms

Companies

St James's Place takes stake to retain one of its largest partner firms

The wealth giant has taken nearly 20% in a partner firm's parent company

clock 10 May 2024 • 1 min read
Titan Wealth completes deal for London-based investment boutique

Companies

Titan Wealth completes deal for London-based investment boutique

Aims to expand its network’s offering to high-net-worth individuals

clock 07 May 2024 • 1 min read
MWA Financial acquires Kent advice firm adding £100m in assets

Companies

MWA Financial acquires Kent advice firm adding £100m in assets

First deal since the firm received PE backing from Coniston Capital

clock 02 May 2024 • 1 min read
123
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04 February 2025 • 4 min read
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What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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