Fairstone completes DHD WM acquisition 11 months early

Adds £260m FUM

Victoria McKeever
clock
Lee Hartley: "The integration and due diligence process with DHD progressed exceptionally well and thus the date of this acquisition was duly accelerated.”
Image:

Lee Hartley: "The integration and due diligence process with DHD progressed exceptionally well and thus the date of this acquisition was duly accelerated.”

Fairstone Group has increased its funds under management (FUM) by a further £260m after completing its acquisition of DHD Wealth Management 11 months ahead of schedule.

Led by principals Aled Davies, Clive Davies and Denise Jacob, DHD is a firm of independent financial advisers that provides advice to clients throughout Wales on all aspects of investment, pensions...

To continue reading this article...

Join Professional Adviser

 

  • 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 Your profession

David Lawrence: "We have a single-minded focus on both financial advice/planning and investment management activity, relying on leading market external expertise for other aspects of the client value-chain."

Kingswood hits £6.8bn AUA in 2021

Increase of 15%

clock 30 June 2022 • 3 min read
Sustainable Investment Festival 2022: Less than two weeks to go!

Sustainable Investment Festival 2022: Less than two weeks to go!

In-person event takes place 11-12 July

Beth Brearley
clock 29 June 2022 • 2 min read
Progeny eyes international expansion with latest acquisition

Progeny acquires international advice business The Fry Group

The Fry Group

Jenna Brown
clock 28 June 2022 • 2 min read