Chartered FP and DFM join forces to create Bowmore Wealth Group

As part of the tie-up, The Citimark Partnership, which has more than 450 high-net-worth clients, will be rebranding as Bowmore Financial Planning. The London and Bristol-based group will have more than 25 staff working across financial planning and asset management, with over £350m assets under advice. Mark Incledon(pictured), who founded The Citimark Partnership over 30 years ago, is CEO of the group, which will be chaired by Christian Yates, formerly of Lazard Asset Management, Chase Asset Management and Julius Baer. Incledon said: "Having come out of the financial planning stabl...