Addidi Wealth founder Anna Sofat was named Financial Adviser of the Year at the second Women in Financial Advice Awards on Wednesday evening at a gala dinner attended by almost 500 finance professionals.
In a close-run contest for the Awards' big accolade, Sofat, who had topped the London Financial Adviser of the Year regional category, narrowly beat Piercefield Oliver founding partner Louise Oliver, who...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Positive and negative emotions
Acquired £1.25bn in AUM
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.