Acquisition

Companies

Brewin Dolphin buys Bath-based IFA Epoch Wealth Management

Undisclosed fee and AUA

clock 29 April 2019 • 1 min read

Wealth Management

SLA's 1825 expands into Northern Ireland with seventh acquisition

Brings four financial planners to firm

clock 01 March 2019 • 1 min read

Investment

Update: CMA to investigate takeover bid for Provident Financial

Non-Standard Finance

clock 26 February 2019 • 2 min read

Property

Aberdeen Standard boosts Asia property offering with acquisition

Adding $900m in real estate assets

clock 18 February 2019 • 2 min read

Advisory

Mattioli Woods acquires Midlands financial planning firm for £4m

£120m assets under advice

clock 09 August 2018 • 1 min read

Funds

Natixis IM acquires stake in US asset manager

24.9% stake

clock 12 July 2018 • 1 min read

Investment

Rathbones in talks to acquire Scottish investment manager Speirs & Jeffrey

Responds to press speculation

clock 09 April 2018 • 1 min read

Industry

Harwood WM buys AE Financial Services for up to £4.6m

Adds £130m assets under influence

clock 19 March 2018 • 2 min read

Asset Managers

Franklin Templeton acquires Sandy Nairn's Edinburgh Partners

Nairn returning to Franklin Templeton

clock 17 January 2018 • 2 min read

VCTs/EIS

Wealth Club acquires execution-only broker Clubfinance

Assets under influence up to £435m

clock 10 January 2018 • 2 min read
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