Wealth Enhancement Group, an independent wealth management firm, has acquired Lighthouse Wealth Management, an independent hybrid registered investment adviser (RIA) with USD446 million in total client assets.
JPMorgan Chase is to acquire Nutmeg, a UK-based independent digital wealth manager which serves over 140,000 investors and manages in excess of GBP3.5 billion in assets.
Independent Wealth Planners (IWP), a UK group of independent financial advisers, has acquired Omnium Capital Limited.
Kingswood Holdings Limited (Kingswood) is to acquire Admiral Wealth Management, a North Lincolnshire based Chartered Financial Planning firm, consolidating, and adding scale to its existing presence across North Lincolnshire and Yorkshire.
Titan Wealth Holdings Limited has made two acquisitions as part of its strategy to bring a new proposition to the wealth and asset management sector and offer higher quality, more flexible and independent services to investment managers and independent financial advisers (IFAs).
Wealth Enhancement Group, an independent wealth management firm, has acquired MACRO Consulting Group (MACRO), an independent hybrid registered investment adviser (RIA) based in Parsippany, New Jersey with over USD900 million in total client assets.
Broadridge Financial Solutions, Inc, a global fintech firm, has acquired AdvisorStream, a provider of digital engagement and marketing solutions for the global wealth and insurance industries. The acquisition expands Broadridge's front-to-back office wealth capabilities, positioning Broadridge to serve growth-oriented advisors and firms looking to attract and engage prospects and clients across key digital channels.
Whitman Asset Management, a fund management and private client investment firm, has acquired Kestrel Partners’ AIM Inheritance Tax Portfolio service (KITS), bringing it within Whitman’s existing AIM IHT portfolio management business.
Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Hoover Financial Advisors (HFA), an independent hybrid registered investment adviser (RIA) based in Malvern, Pa. that has USD1.46 billion in total client assets. Upon closing of the transaction, Wealth Enhancement Group’s total client assets are expected to exceed USD34.6 billion.
UK wealth manager Mattioli Woods is to acquire lower-mid cap private equity house Maven Capital Partners.