takeovers
Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
Titan Wealth rebrands Cardale Asset Management
The investment management business was acquired by Titan in 2022
Succession Wealth buys Plymouth-based DFP
The firm brings £165m of client assets with it
Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half