M&A
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
Swedish wealth manager Söderberg & Partners takes stake in four financial adviser firms
Söderberg & Partners has now made investments into a total of 11 UK advice firms
Financial planning | 15 Apr 24
Jersey-registered Titan Wealth grow AUM to £17.3bn with latest adviser acquisition
The deal significantly increases Titan Wealth’s presence in the East of England