Old Mutual Wealth's Quilter Cheviot has acquired financial planning and wealth management company Attivo Investment Management for an undisclosed sum.
The deal between the two firms is set to be completed in the first quarter of 2017, having already received regulatory approval. Attivo Investment Management is a subsidiary of Attivo Group and has £300m in assets under management. Clients of the business will be managed jointly from Quilter Cheviot's Bristol and London offices. Quilter Cheviot CEO david Loudon to retire Old Mutual Wealth, which owns Quilter Cheviot, has already acquired several financial planning firms within its capacity of Old Mutual Wealth Private Client Advisers. This is a national advice network which Old Mut...
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