Financial planning and management consultancy Citimark Partnership has acquired the financial planning arm of Trigon as part of the firm’s growth plan.
The deal has added another £60m in assets to Citimark, bringing its total assets under management to £300m. It followed Citimark's recent acquisition of wealth manager Chawker & Co. Bristol-based Citimark advises private clients, trustees and corporates. Trigon, also Bristol-based, is a pension consultancy and actuary firm. Five Trigon staff will move across to Citimark as part of the takeover, including two financial planners. Citimark Partnership chief executive Mark Incledon said: "I believe that Trigon and Citimark Partnership are an excellent fit, with our family firm values a...
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