Advanta Solutions Acquires City Financial Planning Limited

Advanta Solutions Acquires Genesis Financial Planning Ltd

October 17, 2022

Wealth Management

Advanta Solutions, the Beech Tree-backed wealth management platform, has acquired London-based advice firm Genesis Financial Planning Ltd in an undisclosed deal that adds approximately £150m of AUM to Advanta. The acquisition brings Genesis founder Adam Horn, his clients and staff into Advanta as part of the platform's ongoing roll-up strategy of acquiring high-quality adviser firms from retiring owners.

Advanta Solutions Acquires Three Scottish Advisory Firms

October 14, 2022

Financial Services

Advanta Solutions, the Beech Tree-backed UK wealth management group, has acquired SMG Financial Options, Ann Bellingham Financial Services and M&I Independent Financial Services to expand its Scottish footprint. The trio of add-on deals adds roughly £100m of AUM and supports Advanta’s Glasgow office expansion and opening of a Dundee presence.

Beech Tree Private Equity Invests in Advanta Solutions

January 6, 2021

Wealth Management

Beech Tree Private Equity has made a significant investment in Advanta Solutions to accelerate organic growth and fund a multi-acquisition strategy. The capital will support recruitment of additional advisers, expansion of Advanta Wealth’s services (including mortgage and insurance brokerage) and target acquisitions of owner-managed financial advisory firms; Beech Tree directors have joined the Advanta board.

Perspective Financial Group Ltd Acquires Nine UK Wealth Management Firms

April 1, 2025

Wealth Management

Perspective Financial Group Ltd has completed nine acquisitions of local UK financial planning and wealth management practices — Square One Wealth Management; Barrie Hough Financial Services; Select Financial Solutions; Friendly Wealth Management; Clarendon Financial Planning; Clarendon FP LLP; Chapter Wealth Management; Paul Horton Financial Solutions; and Inspirational Financial Planning. The deals add approximately £900 million of assets under advice, 2,100 households and four new offices, as Perspective continues a roll-up strategy to scale its advisory platform and absorb regulatory/administrative costs for smaller practices.

Allworth Financial Acquires City Fiduciary Group

November 12, 2024

Financial Services

Allworth Financial has acquired City Fiduciary Group, a tax planning and wealth management firm that brings approximately $839 million in assets under management and a team of 31 professionals across Washington and Oregon. The deal expands Allworth's Pacific Northwest footprint and augments its in-house tax and wealth management capabilities; it is Allworth's seventh acquisition this year and its 38th since 2018.

Creative Planning Acquires CTB Financial Services

August 22, 2023

Financial Services

Creative Planning, a leading independent Registered Investment Advisor, has acquired CTB Financial Services, Ltd., a Minneapolis-based RIA known for tax-focused wealth planning. The deal expands Creative Planning's tax-planning capabilities and integrates CTB's advisory services into Creative Planning's broader wealth management platform.