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M&A Deals

M&A Deals | 8 Apr 25

Perspective completes a further nine adviser acquisitions

The transactions add £900m assets under advice

M&A Deals | 8 Apr 25

MKC Wealth acquires online platform and investment adviser Yodelar

The firm has grown to £120m of assets under advice with 270 clients

M&A Deals | 2 Apr 25

Titan Wealth acquires Workplace Advice Group

Titan Wealth’s assets under management and advice will total £36bn after the acquisition

M&A Deals | 31 Mar 25

Fairstone targets £40bn AUM as it reaches £20bn milestone

Enhancements to its DBO model are designed to dovetail with its new 5-year strategy

Companies | 27 Mar 25

Marlborough makes ‘significant’ investment in First Wealth

The financial planner firm manages £480m of assets for around 600 clients and their families

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.