M&A
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
Investment | 27 Oct 25
Hoxton Wealth acquires Manchester-based IFA firm to expand UK presence
The deal adds £140m in assets to the Hoxton Wealth business
Latest news | 1 Aug 25
Brookfield Wealth Solutions buys Just Group for £2.4bn
Just’s senior management will become the leadership team for the combined UK Group