M&A Deals
Perspective completes a further nine adviser acquisitions
The transactions add £900m assets under advice
MKC Wealth acquires online platform and investment adviser Yodelar
The firm has grown to £120m of assets under advice with 270 clients
Titan Wealth acquires Workplace Advice Group
Titan Wealth’s assets under management and advice will total £36bn after the acquisition
Fairstone targets £40bn AUM as it reaches £20bn milestone
Enhancements to its DBO model are designed to dovetail with its new 5-year strategy
Marlborough makes ‘significant’ investment in First Wealth
The financial planner firm manages £480m of assets for around 600 clients and their families




