aquisitions

Paul Geddes

Companies | 31 Jan 24

Evelyn Partners rebound with 11.5% increase in AUM for 2023

AUM grew from £53bn to £59.1bn due to inflows and market performance

Companies | 9 Jan 24

Succession Wealth buys Plymouth-based DFP

The firm brings £165m of client assets with it

Vector illustration. Team work business concept. Two businessman working on to match puzzle. Pushing to connecting puzzles together.

Companies | 9 Jan 24

Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn

Group revenue up 8% to £59.1m in the second half