Archive for the ‘Media Coverage’ Category

Reforms spur wave of wealth manager takeovers (FT)

Posted on: December 18th, 2013 by tony

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.

To read the full article click here

Will consolidation speed up in 2014?

Posted on: December 17th, 2013 by tony

Wealth managers have polarised into two distinct categories during 2013: those who believe a regional presence is vital and those who have chosen to consolidate into a few key cities.

Read More at Portfolio Adviser

 

 

Acquisitive Bellpenny buys Glasgow firm (The Scotsman)

Posted on: December 10th, 2013 by tony

The swoop by Bellpenny marks the company’s 13th deal and takes its funds under management to more than £1 billion, just a year after the firm received regulatory approval. MGW had some £141m of funds under its control with the majority of its clients based in the Central Belt.

To read the article in full please click here

 

Bellpenny boosts assets by £141m with Glasgow acquisition (Citywire)

Posted on: December 9th, 2013 by tony

Bellpenny has acquired Glasgow-based advice firm MGW, boosting its assets under advice by £141 million.

MGW is Bellpenny’s 13th acquisition and second in Glasgow, following its purchase of KM Financial Advisers in August.

To read the article in full please click here

 

More advisers quitting than predicted post-RDR

Posted on: October 31st, 2013 by Bellpenny

A greater number of advisers are looking to leave the sector post-RDR than first expected, Kevin Ronaldson has claimed

The chief executive for national wealth manager Bellpenny’s chief executive said the completion of the firm’s latest deal “reinforced his belief” that more advisers were heading for the exit

To read the article in full please click here

Bellpenny completes GBP100m FUM deal with Spofforths Financial Planning

Posted on: October 31st, 2013 by Bellpenny

Bellpenny, the national wealth manager and IFA acquirer, has completed a client bank and funds under management acquisition from Spofforths Financial Planning

To read the article in full please click here

Bellpenny acquires £100m accountancy client book

Posted on: October 31st, 2013 by Bellpenny

Spofforths Financial Planning sells off client book in response to the increasing burden of regulation.

Acquisitive national wealth manager Bellpenny has completed the acquisition of a £100m client book from Spofforths Financial Planning.

To read article in full please click here

Bellpenny acquires £100m AUM from Spofforths

Posted on: October 31st, 2013 by Bellpenny

Bellpenny has completed a client bank and funds under management acquisition from Spofforths Financial Planning. 

The deal adds £100m of assets, with 50 per cent in pensions and the rest in investment business.

To read the article in full please click here

Bellpenny picks Voyant to provide planning software

Posted on: October 31st, 2013 by Bellpenny

IFA consolidator Bellpenny has selected Voyant to provide financial planning software for its advisers.

As part of the deal Bellpenny advisers will use Voyant for wealth management, cashflow analysis, tax and estate planning strategies.

To read article in full please click here

Bellpenny selects Voyant financial planning tool for advisers

Posted on: October 31st, 2013 by Bellpenny

Advisory firm Bellpenny has selected Voyant Adviser as the financial planning tool for its advisers and wealth managers.

To read the full article please click here

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