UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019
It is the company’s sixth acquisition since 2019
Acquired firm offers trust services
Research and consultancy firm will continue to operate under its own brand
As it launches a members-only buyout proposition
Deal bolsters the wealth manager’s footprint in Scotland
Deals add £310m in assets under management
Ex-SJP development manager will head up the operation
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
Regulatory snag was not overcome in time
To bolster its wealth management offering in the country
Founder will retire from the business following the deal
Acquisition boosts AuM by £739m