IFA business County Life & Pensions and investment manager Blacksquare are to be acquired by Tavistock Investments as part of its plans to assemble a national financial services business.
County Life & Pensions will be rebranded Tavistock Partners together with Blacksquare, which will become Tavistock Wealth, to form the basis of an integrated group. County, which owns the Sterling McCall...
Edinburgh-based wealth manager has £55m AUA
0.79% all-in cost
Six months' prep time
Searches on Square Mile’s Academy of Funds