M&A Deals
Latest news | 30 Mar 26
Team inks deal to acquire Epic Funds Services Guernsey
Team also set to acquire eight investment mandates from UK-based investment management business Epic Markets for £1m
Financial planning | 9 Mar 26
Team announces WH Ireland rebrand as FCA greenlights deal
The deal is set to go ahead on 24 March subject to a court-sanctioning
Latest news | 9 Feb 26
NatWest Group to acquire Evelyn Partners for £2.7bn
Sale agreed with joint private equity owners Permira and Warburg Pincus
Financial planning | 2 Feb 26
Ascot Lloyd completes acquisition of Aberdeen Financial Planning
Over 60 advisers have joined the firm taking total adviser headcount to 208
Latest news | 13 Jan 26
Titan Wealth to acquire Innes Reid Investments
The sale will add £590m to Titan Wealth’s £38bn of assets under advice and management