Displaying items by tag: takeover

The private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has been delayed by a month due to delays in getting approval by the Government due to national security.

The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved a little closer this week after receiving approval from the FCA.

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.

Pension services and SIPP provider STM has been acquired by Guernsey-based investment vehicle Pension SuperFund Capital in a £39.8m deal that was extended several times since first being announced in July.

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.

Pension SuperFund Capital has reported an “inadvertent breach” of one of the rules of City Code on Takeovers and Mergers in its announcement on 8 September about its offer for SIPP provider STM Group.

Negotiations over a £41m offer for SIPP and pensions provider STM Group have been extended for a second time.

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 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.

Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.