Displaying items by tag: Acquisition
Mattioli Woods arm buys EIS manager
Maven Capital Partners, the private equity division of SIPP and Financial Planning firm Mattioli Woods, has acquired EIS manager Newable Ventures Limited as part of a move into the Enterprise Investment Scheme market.
Mattioli business acquires £53m AUM adviser firm
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Fintel acquires Competent Adviser
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired digital knowledge and competence management system Competent Adviser.
Platform One acquires SIPP provider and fintech Gaudi
Platform One has agreed to acquire fintech Gaudi and takeover the over £1bn of SIPP assets currently administered by the firm.
Mattioli buys Ulster SSAS adviser for £15m
SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner and SSAS adviser Doherty Pension & Investment Consultancy for £15.048m.
WBR Group acquires London SSAS firm
Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired Wimbledon-based Bespoke Corporate Pensions Limited (BCPL) for an undisclosed sum.
Alltrust completes its takeover of Rowanmoor
The sale of failed firm Rowanmoor Personal Pensions Limited (RPPL) to SIPP and SSAS provider Alltrust completed on Friday 3 March following exchange of contracts in December 2022.
NatWest buys workplace pension firm Cushon for £144m
NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.
Nucleus to acquire Curtis Banks for £242m in cash
Platform provider Nucleus is set to buy SIPP and SSAS firm Curtis Banks for £242m in an agreed cash offer with the aim of creating a major retirement investment platform.
Brewin Dolphin joins RBC after £1.6bn takeover
Royal Bank of Canada today completed its £1.6bn takeover of wealth manager and Financial Planner Brewin Dolphin with the company now renamed RBC Brewin Dolphin.