Brown Shipley acquires Manchester-based The Roberts Partnership

Part of strategy to enhance regional presence

Hannah Godfrey
clock • 1 min read

Brown Shipley is to acquire The Roberts Partnership, a Manchester-based financial planning and wealth management business with seven advisers and £450m funds under management. The cost of the acquisition remains undisclosed.

Upon completion of the acquisition on 1 November 2016, The Roberts Partnership will become a subsidiary of Brown Shipley and will ultimately join its Manchester office based in Spinningfields, Hardman Street. Brown Shipley chief executive officer Ian Sackfield (pictured) said the acquisition was part of the company's strategy to enhance its regional presence as well as expand upon its wealth planning services. He added: "Following on from our acquisition of Hampton Dean last year and KBL epb's acquisition of Insinger de Beaufort, it further supports our growth plans. "The two busin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Simplybiz founder Ken Davy sells chunk of Fintel shares

Simplybiz founder Ken Davy sells chunk of Fintel shares

Non-exec director retains 23.8% of shares in the company

Jenna Brown
clock 14 May 2024 • 1 min read
The Verve Foundation reveals sponsors of new adviser student cohort

The Verve Foundation reveals sponsors of new adviser student cohort

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

Isabel Baxter
clock 14 May 2024 • 1 min read
CII names His Majesty King Charles III as its new patron

CII names His Majesty King Charles III as its new patron

His Majesty succeeds Her Late Majesty Queen Elizabeth II

Isabel Baxter
clock 13 May 2024 • 1 min read