M&A Deals
One Four Nine Group acquires tenth financial planner firm
The deal takes the group’s client assets to over £1.6bn with over 30 financial planners and c. 5,000 clients
Financial planning | 5 Nov 24
Brooks Macdonald acquires chartered financial planner CST Wealth Management
The deal adds assets under advice of £170m
Capital International Group completes on acquisition of Martello AM
The acquisition completed on 1 November 2024
Investment | 1 Nov 24
7IM takes AUM to £27bn with acquisition of ASHL’s Rockhold Asset Management
Rockhold AM was launched in 2022 by the ASHL Group, looking after c£2bn of assets today
TEAM proposed acquisition of Jersey-based adviser HBFS will ‘no longer take place’
The acquisition plan was first announced in December 2023