Displaying items by tag: mergers

Guernsey-based trust and pension company the UAP Group (UAP) has acquired SIPP provider Alltrust Services and has backed Alltrust's acquisition today of failed firm Rowanmoor Personal Pensions.

SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.

Royal London confirmed this morning that it was in “exploratory” takeover talks with rival mutual LV=.

The FCA has today approved the £280m takeover of wealth manager Charles Stanley by rival wealth firm Raymond James.

Abrdn and Interactive Investor have today both confirmed talks which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.

London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.

Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.

Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.

Nearly 92% of shareholders in platform Nucleus have accepted a cash offer from rival platform James Hay which values Nucleus at about £145m.

SIPP provider and wealth manager Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.