Displaying items by tag: mergers
FCA green lights £280m Charles Stanley takeover
The FCA has today approved the £280m takeover of wealth manager Charles Stanley by rival wealth firm Raymond James.
Abrdn may buy Interactive Investor for £1.5bn
Abrdn and Interactive Investor have today both confirmed talks which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.
SIPP consolidator buys SSAS firm
London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.
Mattioli completes delayed Ludlow Wealth takeover
Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.
Mattioli delays wealth manager takeover
Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.
Nucleus shareholders accept James Hay cash offer
Nearly 92% of shareholders in platform Nucleus have accepted a cash offer from rival platform James Hay which values Nucleus at about £145m.
Mattioli Woods buys Financial Planner firm for £7m
SIPP provider and wealth manager Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.
Private equity snaps up Parmenion platform
The Financial Ombudsman Scheme is planning to cut 150 jobs, including management positions, due mainly to a rapid decline in PPI work follow the ending of PPI claims to the Ombudsman.
Wealth manager with SSAS arm buys planner firm
Vintage Wealth Management, an IFA firm with a SSAS arm, is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.
US private equity firm snaps up AFH for £224m
US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.