M&A Deals
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
Shackleton acquires London-based financial advice firm and discretionary arm
The deal adds over £200m in assets under management
Private equity firm confirms offer to buy Kingswood remaining stake
The aim is to complete the deal by 15 April this year