Displaying items by tag: mergers

Financial Planner and SIPP adviser Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete in September following delays due to national security considerations.

Giant US asset manager and pension consultancy Mercer has agreed to acquire UK pensions risk and investment management firm Cardano Group, for an undisclosed sum.

The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved ahead this week with over 95% of shareholders voting in favour.

Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.

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.

Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.

The Competition and Markets Authority is to investigate the merger between platform Nucleus and SIPP provider Curtis Banks.

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

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.