Rathbones drives growth with financial advice firm acquisition

To acquire Vision Group

Daniel Flynn
clock

Rathbone Brothers is to acquire independent financial advice network Vision Group for an initial consideration of £5m as part of its continuing growth strategy.

The wealth manager will acquire the remaining 80.1% in Vision Independent Financial Planning and Castle Investment Solutions, part of the wider Vision Group. Rathbones has agreed to pay £5m plus the net asset value of the acquired business on completion. It purchased a 19.9% stake in the company for £2m in October 2012. It will also pay up to a further £13m for the business between completion and early 2020, dependent on Vision meeting growth and operational targets. The group said the acquisition of the remaining stake is part of its strategy of broadening its distribution and acc...

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 Investment

Rathbones' looks for growth after year of internal focus during Investec merger

Rathbones' looks for growth after year of internal focus during Investec merger

Growth in funds under management and administration to £115.6bn

Eve Maddock-Jones
clock 15 January 2026 • 3 min read
Brooks Macdonald returns to positive flows in Q2

Brooks Macdonald returns to positive flows in Q2

Funds under management/advice now top £20bn

Jenna Brown
clock 15 January 2026 • 2 min read
PA Awards 2026: Multi-asset shortlists revealed

PA Awards 2026: Multi-asset shortlists revealed

Championing excellence

Professional Adviser
clock 14 January 2026 • 2 min read