7IM buys financial planning firm Amicus Wealth - FTAdviser
Dec 11, 2023 · 7IM has added 3,000 clients to its books with its latest advice firm acquisition. The firm announced today (December 11) it has bought financial planning and advice business Amicus Wealth. The...
Ontario Teachers’ fund acquires UK wealth manager 7IM - Financial Times
Sep 5, 2023 · The Ontario Teachers’ Pension Plan has agreed to buy UK wealth manager Seven Investment Management, as one of Canada’s biggest investors bets on a sector that is rapidly consolidating.
ASHL sells wealth management arm to 7IM affiliate - FTAdviser
Nov 6, 2024 · By Alina Khan. Adviser Services Holdings has agreed to sell LYNC Wealth Management to an affiliate of the 7IM Group. Since its inception in 2022, ASHL has grown its independent and restricted ...
7IM up for £400mn sale - FTAdviser
Jun 17, 2022 · 7IM is reportedly set to be sold later this year by its owners Caledonia Investments, which bought the platform back in 2015. The business is expected to seek a valuation of about £400mn upon a...
Caledonia Investments to sell stake in wealth manager 7IM for …
Sept 5 (Reuters) - Caledonia Investments (CLDN.L) said on Tuesday it would sell its majority stake in wealth manager Seven Investment Management (7IM) to Canada's Ontario Teachers' Pension Plan...
Buyout firm Inflexion plots £400m bid for investment manager 7IM
Apr 6, 2023 · Buyout firm Inflexion plots £400m bid for investment manager 7IM. The private equity group is among the suitors drawing up plans to table bids for the boutique asset manager, Sky News understands.
7IM sells majority stake to Ontario Teachers’ Pensions Plan
Sep 5, 2023 · The Ontario Teachers’ Pensions Plan has taken a majority stake in Seven Investment Management, as the UK wealth market continues to be a hotbed for deal activity. Caledonia Investments will sell its majority holding in 7IM, the £21bn asset and wealth manager, to OTPP, according to a 5 September statement.
Caledonia agrees terms for the sale of 7IM
Caledonia Investments is pleased to announce that it has agreed to terms for the sale of its majority stake in 7IM to Ontario Teachers’ Pension Plan (“OTPP”), subject to change in control approval from the Financial Conduct Authority. Completion is expected in late 2023 or early 2024.
7IM sells majority stake to OTPP in £450m deal - Private Equity News
Sep 5, 2023 · The Ontario Teachers’ Pensions Plan has taken a majority stake in Seven Investment Management, as the UK wealth market continues to be a hotbed for deal activity. Caledonia Investments will sell its majority holding in 7IM, the £21bn asset and wealth manager, to OTPP, according to a 5 September statement.
Caledonia prepares £400m auction of investment manager 7IM
Jun 16, 2022 · Sky News has learnt that London-listed Caledonia Investments, which has owned 7IM since 2015, is planning to kick off an auction of the business in the autumn. City sources said it was expected to seek a valuation of about £400m for the company.