M&A Deals
TEAM gets new Liechtenstein-based strategic shareholder
Salus Alpha is a collective wealth management company based in Liechtenstein and Luxembourg
One Four Nine Group acquires tenth financial planner firm
The deal takes the group’s client assets to over £1.6bn with over 30 financial planners and c. 5,000 clients
Financial planning | 5 Nov 24
Brooks Macdonald acquires chartered financial planner CST Wealth Management
The deal adds assets under advice of £170m
Capital International Group completes on acquisition of Martello AM
The acquisition completed on 1 November 2024
Investment | 1 Nov 24
7IM takes AUM to £27bn with acquisition of ASHL’s Rockhold Asset Management
Rockhold AM was launched in 2022 by the ASHL Group, looking after c£2bn of assets today