Companies

'We are in a race around operational efficiency'

Team formed to push network’s growth ‘already making a difference’

Fourth acquisition of 2025 for private equity-backed advice group

Adds about £4bn of AUM and 454,000 policies

Isham Financial Centre is headed up by David Sawiak

Bringing more access to advisers and retail investors

Designed to help with a ‘comprehensive succession and acquisition solution’

‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’

75 staff to move over to Thesis

No new accounts can be opened and it will close on 12 September