Displaying items by tag: Acquisition

Platform provider Nucleus is set to buy SIPP and SSAS firm Curtis Banks for £242m in an agreed cash offer with the aim of creating a major retirement investment platform.

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.

STM Group, parent company of SIPP provider Options, has completed its acquisition of the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.

STM Group, parent company of SIPP provider Options, has agreed to acquire the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.

Tilney Smith & Williamson has cooled speculation of an imminent bid for the company from NatWest.

Lloyds Banking Group has completed its acquisition of retirement and wealth management firm Embark Group.

Abrdn and Interactive Investor have today both confirmed talks which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.

The owner of a Bucks IFA firms says the increasing regulatory burden is one of the key reasons behind the £1.8m sale of his firm to Mattioli Woods.

Private equity firm EQT Fund Management has made a second approach towards an acquisition deal with Australian fintech Iress.

Wealth management and SIPP firm Mattioli Woods has completed its deal to acquire private equity firm and alternative asset manager Maven Capital Partners UK LLP.