M&A NEWS

Our M&A News page brings you timely updates on key transactions, market trends, and regulatory changes impacting the profession.

Our M&A News page brings you timely updates on key transactions, market trends, and regulatory changes impacting the industry. We want to provide insights that help you stay ahead of the curve and informed in the fast-evolving UK financial planning M&A environment. Explore our expert analysis and stay connected to the strategies and shifts shaping the future of mergers and acquisitions.

Titan Wealth Targets Workplace Benefits Market, Reaching £36bn in AUM

Newly-Formed Quanta Group Strengthens Advisory Offering with Craven Street Acquisition

Marlborough Strengthens Adviser Connections with Stake in First Wealth

Shackleton Grows London Presence with £200m Acquisition of PK Financial Planning

Finli Expands UK Presence As Cultural Alignment Drives Latest Acquisitions

Advice Firm M&A: Key Trends Shaping the Industry in Early 2025

Kingswood Merger Plan Reveals Pitfalls in Debt-Fuelled Expansion

Amber River Creates Ripples in Belfast with Latest Regional Acquisition

Is Private Equity’s Influence in Wealth M&A Sustainable? The Market May Decide

Mattioli Woods to Exit Public Markets in £432m Takeover by Pollen Street Capital

Clifton Wealth Partnership Adds £500m in AUM with Seven-Firm Acquisition

UK M&A Faces Headwinds—Yet Wealth Management Consolidation Continues

Wren Sterling’s Latest Trio of Acquisitions Push AUM to £9bn

Partners Wealth Management Expands Scottish Presence with Johnston Carmichael Wealth Acquisition

Private Equity Eyes Shackleton as UK Advice M&A Surges

Close Brothers Asset Management Rebrands After £200m PE Deal

Saltus Adds £1bn in AUA with Lowes Financial Management Acquisition

Benchmark Adds £200m in Client Assets with Robertson Baxter Acquisition

Lumin Wealth Strengthens UK Presence with Berkshire Firm Buyout

Shackleton Adds £300m AUM with Latest Financial Advice Acquisition

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