M&A Deals
Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
Canaccord Genuity says ‘no plan’ to sell its UK, crown dependencies wealth business
The comments were made in an update to its shareholders
MKC Wealth adds £160m AUA with acquisition of two adviser firms
The purchases are for undisclosed sums
Investment | 22 Nov 24
Wealth manager Tavistock to acquire £3bn AUM Alpha Beta Partners
Completion of the deal is subject to Financial Conduct Authority approval
Margetts Wealth stays independent with management buy-in
The aim is to go for 20% growth over the next twelve months