Displaying items by tag: Acquisition

Maven Capital Partners, the private equity division of SIPP and Financial Planning firm Mattioli Woods, has acquired EIS manager Newable Ventures Limited as part of a move into the Enterprise Investment Scheme market.

Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.

Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired digital knowledge and competence management system Competent Adviser.

Platform One has agreed to acquire fintech Gaudi and takeover the over £1bn of SIPP assets currently administered by the firm.

SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner and SSAS adviser Doherty Pension & Investment Consultancy for £15.048m.

Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired Wimbledon-based Bespoke Corporate Pensions Limited (BCPL) for an undisclosed sum.

The sale of failed firm Rowanmoor Personal Pensions Limited (RPPL) to SIPP and SSAS provider Alltrust completed on Friday 3 March following exchange of contracts in December 2022.

NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.

Platform provider Nucleus is set to buy SIPP and SSAS firm Curtis Banks for £242m in an agreed cash offer with the aim of creating a major retirement investment platform.

Royal Bank of Canada today completed its £1.6bn takeover of wealth manager and Financial Planner Brewin Dolphin with the company now renamed RBC Brewin Dolphin.