Displaying items by tag: takeover
£432m deal to buy Mattioli Woods nears completion
The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved ahead this week with over 95% of shareholders voting in favour.
STM acquired by Pension SuperFund for £40m
Pension services and SIPP provider STM has been acquired by Guernsey-based investment vehicle Pension SuperFund Capital in a £39.8m deal that was extended several times since first being announced in July.
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.
'Inadvertent rule breach' in STM bid
Pension SuperFund Capital has reported an “inadvertent breach” of one of the rules of City Code on Takeovers and Mergers in its announcement on 8 September about its offer for SIPP provider STM Group.
£41m takeover bid for STM delayed
Negotiations over a £41m offer for SIPP and pensions provider STM Group have been extended for a second time.
Nucleus in talks to potentially buy Curtis Banks
SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
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.
FE fundinfo acquires Fundsquare as expansion continues
Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.
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.
£280m Charles Stanley takeover is delayed
The takeover of wealth manager and SIPP provider Charles Stanley by US-owned rival Raymond James has been pushed back a month due to delays in securing FCA approval.