M&A
Latest news | 9 Jun 26
Mattioli Woods and Kingswood Group unify under one brand following merger
Firm’s ambition is to become a £60bn national wealth manager
Latest news | 1 Jun 26
Evelyn Partners CEO and CFO to step down
Leadership changes will take effect when NatWest completes acquisition
Latest news | 27 May 26
Fairstone continues on acquisition trail as Q1 deals add £2bn in client AUM
Further 13 acquisitions scheduled for 2026
Financial planning | 1 Apr 26
Clifton Wealth Partnership acquires financial planning firm Cutting & Carter
The Maldon-based financial planning firm brings approximately 500 active clients and £60m of AUM to the partnership
Latest news | 30 Mar 26
Team inks deal to acquire Epic Funds Services Guernsey
Team also set to acquire eight investment mandates from UK-based investment management business Epic Markets for £1m