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takeovers

Progeny seals another deal as it buys Chartered Wealth Management

Companies | 31 Jan 24

Progeny seals another deal as it buys Chartered Wealth Management

Firm has offices in Manchester and London

Businessman is showing Acquisition word on his cardAdult,

Companies | 30 Jan 24

Fintel buys Owen James Events as acquisition spree continues

It is the sixth company acquired by Fintel in the past year

Companies | 17 Jan 24

Titan Wealth rebrands Cardale Asset Management

The investment management business was acquired by Titan in 2022

Succession Wealth buys Plymouth-based DFP

Companies | 9 Jan 24

Succession Wealth buys Plymouth-based DFP

The firm brings £165m of client assets with it

Vector illustration. Team work business concept. Two businessman working on to match puzzle. Pushing to connecting puzzles together.

Companies | 9 Jan 24

Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn

Group revenue up 8% to £59.1m in the second half


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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.