News
UK wealth platform confirms sale to private equity firm
Following reports that a deal was signed on 7 September 2021
Aussie advisory group buys stake in financial planning firm
Deal ‘includes a cash component and capital funding for growth and future acquisitions’
PEOPLE MOVES: Nucleus, Titan Wealth, Cannon Asset Managers
Platform founder departs, as DFM names chief financial officer
Private equity firm to buy wealth platform for £2.5bn?
After months of M&A discussions
LGT Vestra and Wealthify team up for ‘low-fee’ digital product
Solution aimed at ‘smaller clients and the next generation’