Displaying items by tag: takeover
FCA green lights £280m Charles Stanley takeover
The FCA has today approved the £280m takeover of wealth manager Charles Stanley by rival wealth firm Raymond James.
£280m Charles Stanley takeover is delayed
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.
Mattioli delays wealth manager takeover
Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.
Nucleus shareholders accept James Hay cash offer
Nearly 92% of shareholders in platform Nucleus have accepted a cash offer from rival platform James Hay which values Nucleus at about £145m.
Nucleus sees assets rise despite takeover battle
AIM-listed adviser platform and SIPP provider Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.
AnaCap acquires Novia in private equity deal
Private equity firm AnaCap Financial Partners has acquired Novia, the £8bn adviser platform and SIPP provider.
Updated: 2 pull out of Nucleus race
Private equity firm Aquiline Capital Partners and fintech Allfunds have pulled out of the bidding race for adviser platform Nucleus.
Curtis Banks ready for more deals after Talbot takeover
SIPP provider Curtis Banks has received the go ahead from the FCA to complete its acquisition of rival Talbot and Muir.
Takeover gives LGIM clients Fidelity SIPP access
Fidelity has acquired Legal & General Investment Management’s UK Personal Investing business which manages £5.8bn in assets for 300,000 clients.
Aon to swallow rival Willis in £23bn deal
Two of the world’s biggest financial businesses are to combine with Aon buying rival Willis Towers Watson for £23bn.