Swiss financial services company VZ Group has acquired a majority stake in IFA Lumin Wealth and intends to acquire the remainder within five years.
Lumin, which has undergone a decade of growth, was founded by Martin Cotter and John Cusins in 2010, and today manages more than £600m in assets under management with over 40 employees. It has offices...
£550m deal will not progress
Ambitious growth plans
Private equity investor and NW advice business
Further 15 hires planned this year
15 failed to pay more than BoE
Banks must work together with clients to help transition
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Investment gap must be closed
Adding to 67 firms