deals news

Platforms

AJ Bell acquires platform phone app developer Adalpha

Developing app for advisers

19 March 2021 • 2 min read

Platforms

SLA sells Parmenion to private equity firm Preservation Capital Partners for £102m

£8bn AUA

09 March 2021 • 2 min read

Wealth Management

iM Global Partner to build wealth management credentials with US boutique acquisition

Brings AUM above $24bn

09 March 2021 • 2 min read

Platforms

interactive investor to buy Equiniti Group D2C business in £50m deal

Latest ii acquisition

08 March 2021 • 2 min read

Investment

Polar Capital completes Dalton Strategic Partnership acquisition

£21.6bn AUM asset manager formed

01 March 2021 • 1 min read

Investment

Phoenix completes acquisition of Standard Life brand from Standard Life Aberdeen

Developments on 2018 deal

23 February 2021 • 2 min read

Investment Trusts

Seneca Global Income & Growth Trust renamed following MGIM acquisition

Momentum Multi-Asset Value Trust

17 February 2021 • 1 min read

Companies

Mattioli Woods acquires planning business Montagu for £2.3m

AUA worth £80m

03 February 2021 • 2 min read

Funds

Sanlam completes £1.2bn Smith & Williamson fund range takeover

Funds to be renamed over the coming weeks

01 February 2021 • 2 min read

Industry

Update: Hurst Point Group completes Hawksmoor acquisition

Deal first announced in January

18 January 2021 • 3 min read

123

Most read

01

Bank of England to embark on largest reform since gaining independence following Bernanke review

25 November 2024 • 2 min read

02

SEC charges former Western Asset Management co-CIO Ken Leech with fraud

26 November 2024 • 2 min read

03

AJ Bell CEO Michael Summersgill cautions chancellor over proposed pension IHT changes

25 November 2024 • 3 min read

04

Trump policies spark volatility for US Treasuries and add pressure to rising national debt levels

25 November 2024 • 5 min read

05

FCA delivers plans to regulate cryptocurrency

26 November 2024 • 4 min read