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Archive for the ‘Media Coverage’ Category
‘The selling game: What happens when you get bought out by an acquirer?’ Bellpenny’s Acquisitions and Sales Director, Dominic Rose, gives the acquirer perspective on IFA acquisitions in an IFAOnline article. You can read the full article here
Bellpenny’s deal with Personal & Corporate Financial Solutions is its 16th acquisition… Read the full article here
Not all those on the acquisition trail will survive, and the evidence of this may happen sooner than one expects, Kevin Ronaldson has warned. Read full Financial Adviser story here: http://ow.ly/u3QN6
Bellpenny’s advisers can now access a suite of low-cost model portfolios through a partnership with Charles Stanley. Read full story here
Bellpenny’s Penny Speller is featured in Financial Adviser’s ‘Diary of an adviser’ slot. Read the full piece here
IFA consolidator Bellpenny has acquired a combined £187 million in funds under management from two IFA firms.
The acquisitions of London-based Actuarial & Investment Services, which advises on £75 million, and Birmingham-based The Hammond Consultancy’s £112 million in funds means Bellpenny has now completed 15 acquisitions.
A great summary of 2013′s post-RDR acquisition activity by New Model Adviser. And what a busy first year for Bellpenny!
Read the full article here
Takeovers of wealth management companies have reached “fever pitch” this year with more than $8bn being spent, and nearly half of the deals involving UK firms, a new report has found.
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