Archive for the ‘Media Coverage’ Category

Clarity of vision needed if consolidators are to endure: Bellpenny

Posted on: February 27th, 2014 by tony

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 teams up with Charles Stanley for MPS access (Citywire)

Posted on: February 17th, 2014 by tony

Bellpenny’s advisers can now access a suite of low-cost model portfolios through a partnership with Charles Stanley. Read full story here

Diary of an adviser: Penny Speller of Bellpenny

Posted on: February 13th, 2014 by tony

Bellpenny’s Penny Speller is featured in Financial Adviser’s ‘Diary of an adviser’ slot. Read the full piece here

Bellpenny boosts assets by £187m with double acquisition

Posted on: January 9th, 2014 by tony

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.

Read full story on Citywire here

Acquisition frenzy: biggest adviser buys of the year (via Citywire)

Posted on: December 19th, 2013 by tony

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

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

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