M&A Deals
£300m offer rejected for UK investment manager
Approach was reportedly made in December 2021
DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021
UK financial planning group makes 50th acquisition
It will target ‘some select new geographies’ with future deals
Progeny buys UK financial advice firm
Deal brings its assets under management to over £3bn
Tilney private equity backer weighs up full ownership bid
PE firm made the merger with Smith & Williamson possible after regulatory concerns were raised