The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved ahead this week with over 95% of shareholders voting in favour.
Pension services and SIPP provider STM has been acquired by Guernsey-based investment vehicle Pension SuperFund Capital in a £39.8m deal that was extended several times since first being announced in July.
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Pension SuperFund Capital has reported an “inadvertent breach” of one of the rules of City Code on Takeovers and Mergers in its announcement on 8 September about its offer for SIPP provider STM Group.
Negotiations over a £41m offer for SIPP and pensions provider STM Group have been extended for a second time.
SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
Royal Bank of Canada today completed its £1.6bn takeover of wealth manager and Financial Planner Brewin Dolphin with the company now renamed RBC Brewin Dolphin.
Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.
The FCA has today approved the £280m takeover of wealth manager Charles Stanley by rival wealth firm Raymond James.
The takeover of wealth manager and SIPP provider Charles Stanley by US-owned rival Raymond James has been pushed back a month due to delays in securing FCA approval.