Söderberg & Partners continues UK expansion with fourth deal of 2023
Söderberg & Partners has taken a minority stake in Generation Financial Services, a London-based financial planning business.
Source: professionaladviser.com
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Skerritts adds £230m AUM with Chester adviser acquisition
Chartered financial adviser and wealth manager Skerritts has bought Chester-based planning firm Chadwick McLean adding £230m in assets under management (AUM).
Source: professionaladviser.com
Canaccord Genuity snaps up Glasgow-based planner adding £220m
Canaccord Genuity Group is to acquire financial planning firm Intelligent Capital through its wealth management business in the UK and Crown Dependencies CGWM UK.
Source: professionaladviser.com
Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM
St. Albans-based advice Lumin Wealth has acquired advice firm B W Financial Consultants based in Penn, Buckinghamshire.
Source: professionaladviser.com
MedSpeed CFO's M&A Roots Expose The Human Side Of Enterprise
Summoning all the influence at her command, finance leader Natalie Lacckman nabbed an acquisition by celebrating the human side of business.
Source: forbes.com