M&A Deals
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
Cazenove Capital acquires wealth manager Whitley Asset Management
Whitely AM manages assets of circa £1.5bn on behalf of ultra-high-net worth entrepreneurs and charity clients
London-based IPS Capital acquires Greenwood Financial Planning
The acquisition boosts group assets under management to c£950m
Janus Henderson completes Victory Park Capital acquisition
The transaction was previously announced in August 2024