Wealth firm chief eyes ‘strong pipeline of opportunities’
Assets under management hit £1.9bn after first acquisition of 2019
Assets under management hit £1.9bn after first acquisition of 2019
Investment manager builds on regional ambitions
The acquisitions add around £130m in assets under advice
While UK-based financial advisory firm Perspective makes its 32nd acquisition since 2008
The acquisition brings £275m assets under advice to the firm, as well as a team of 24 staff
The UK firm is targeting funds under management of £10bn
AFH buys financial planner firm for a maximum purchase price of £3.5m in its first deal of 2019
CEO says firm ‘will continue to monitor the market for opportunities’ to support its growth strategy
The acquired business offers wealth management and family offices services
The firm is set to sell its operation in the US and will make ‘major acquisitions’ with the proceeds
Also, Caledonia Investments to acquire minority share in a multi-family office
Some 1,250 clients, five advisers and two support staff will join Fairstone as part of the deal