Scotland
Kingswood expands Scottish presence with Strategic Asset Managers acquisition
Wealth and investment management firm Kingswood has expanded its footprint in Scotland with the purchase of financial adviser Strategic Asset…
Scotland’s Gilson Gray buys Wallace Financial Planning
Gilson Gray Financial Management (GGFM), the financial services unit of Scottish legal firm Gilson Gray, has purchased East Lothian peer…
Evelyn Partners sizes up Scotland expansion with new office
Wealth management services group Evelyn Partners has agreed terms for offices in Glasgow, Scotland. This announcement brings the Evelyn Glasgow…
Aubrey Capital Management extends fund to Italy
Edinburgh-based investment management fund Aubrey Capital Management has announced that its European Conviction Fund is now available for investors in…
Verso Wealth Management acquires Campbell Thomson in Scotland
Verso Wealth Management, a portfolio firm of Cairngorm Capital Partners, has forayed into Scottish market with the purchase of Campbell…
One Four Nine expands into Scotland with APC Financial deal
British fund management firm One Four Nine has acquired Glasgow-based APC Financial Solutions & Consultancy Services, according to multiple reports.…
Progeny expands Scottish presence with Balmoral Asset Management deal
Multi-disciplinary professional services firm Progeny has bolstered its footprint in Scotland to acquire with the acquisition of Edinburgh-based financial planning…
Scottish Investment Trust proposes to merge with JPMorgan trust
The Scottish Investment Trust (SCIN) has proposed a merger with JP Morgan Global Growth & Income trust (JGGI) as part…
Coutts launches private banking service in Scotland
British wealth management and private bank Coutts has launched its operations in Scotland in a bid to expand its international…
Gilson Gray Financial Management buys financial planning firm GCR Financial
Gilson Gray Financial Management (GGFM), the investment arm of the Scottish legal firm Gilson Gray, has acquired Dunblane-based financial planning…
Private equity firm CVC to acquire Glendower Capital
UK-based private equity firm CVC has agreed to buy private equity secondaries manager Glendower Capital. The deal, whose financial terms…
Ascot Lloyd buys Scottish advisory firm Central Investment Services
UK-based financial adviser Ascot Lloyd has acquired Scotland-based independent financial advisor Central Investment Services for an undisclosed amount. The deal…
Schroders Personal Wealth ramps up focus on Scotland and Northern Ireland
Schroders Personal Wealth (SPW) has appointed Marcelo Rodrigues as head of business development for Scotland and Northern Ireland. In his…
AssetCo brokers deal to buy Saracen Fund Managers
AssetCo has reached agreement to buy Edinburgh-based Saracen Fund Managers for an effective total consideration of $3.9m (£2.75m). The deal…
Progeny expands Scottish footprint with Affinity acquisition
Progeny has acquired Scotland-based Affinity financial planning practice for an unknown sum. Established in 2008, Ayrshire-based Affinity provides financial planning…