Wealth manager makes fourth acquisition
Deal brings group AuM to £800m
Deal brings group AuM to £800m
Asset manager names CEO, while head of investment trusts retires from wealth firm
Deal bolsters support to local companies and individuals with planning needs
It intends to become ‘the largest IFA in the north east’ of England
Some were suspected of attempting to phoenix
IFA sales are expected to be lower for financial year 2022
In a bid to ‘offer real value and differentiate ourselves from our competitors’
Alleged victims invested over $99m in loans collateralised by valuable bottles of wine
But majority investor will remain biggest shareholder
It will continue to operate as a separately regulated advice company
Over a dozen acquisitions have been made in the region in the last six months
It is the company’s first office in Scotland