M&A Deals
Foster Denovo acquires £200m AUM Scottish advice firm Rosemount AM
Rosemount AM manages over £200m in assets for 571 households throughout Scotland
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients
International advisory group Azets acquires UK wealth manager, accountancy firm
Milne Craig’s Financial Services division was founded in 1995 and has grown to 17 Chartered advisors and support staff
Tweed Wealth Management adds £80m with latest wealth manager acquisition
The acquisition of CWC will enable the firm to ‘enhance its offering to UK sports professionals’
Melbourne Capital Group acquires Malaysia-based wealth planning company
Kuala Lumpur-based Blueprint Planning has a Capital Markets Service Licence