M&A Deals
WBR Group expands in SSAS sector with acquisition of Brunel Trustees
The deal adds 200 SSAS schemes to WBR Group and £300 million of assets under administration
Advanta adds £800m AUM with acquisition of City Financial Planning
This is Advanta’s second acquisition in 2024 and the ninth in total
TEAM gets new Liechtenstein-based strategic shareholder
Salus Alpha is a collective wealth management company based in Liechtenstein and Luxembourg
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