M&A Deals
Milecross Financial makes first in string of planned 2024 advice firm acquisitions
The deal adds £30m of assets and around 600 clients to the national advice firm
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
CEO Sean Kelleher responds to talk over sale of his stake in Mondial Dubai
A change of shareholder ownership is currently at a late stage of completion
Titan Wealth tops £17.4bn in assets with acquisition of Wigmore Associates WM
Titan Wealth has a goal of £50bn in assets under administration in the next three-to-five years
International wealth group Kingswood confirms additional £3m debt facility
The interest rate is 12%, paid at maturity