M&A Deals
Partners Wealth Management acquires Aberdeen-headquartered wealth firm
PWM will now look after combined assets totalling c.£6bn
Pensions adviser XPS to buy Polaris in £58m deal
Polaris will be integrated into the current XPS Insurance Consulting team
Brooks Macdonald International sale to Canaccord Genuity WM completes
The deal is subject to certain performance criteria being met
Fidelius rebrands amid plans to rapidly double AUM
It is on track to become a top 20 IFA by size within next few years
Financial planning | 13 Feb 25
Standard Life’s book of SSAS business sold to WBR Group
It consists of 270 schemes with 246 properties and £403m in AUA