Investment Solutions Wealth Management makes third acquisition

Takes AUM to £600m

Sophie King
clock • 1 min read

Worthing-based Investment Solutions Wealth Management has acquired Montgo Consulting.

The acquisition of Eastbourne-based Montgo is Investment Solution's third purchase and takes its assets under management to £600m. Full details of the deal were not disclosed.  Montgo managing director, Mike Grant, will be moving into retirement and once the asset deal has been completed, Investment Solutions WM will be recruiting in due course. Investment Solutions WM managing director Ivan Lyons said the business would welcome Montgo's clients: "Our third acquisition now provides us with a larger presence in East Sussex.  "This latest acquisition is consistent with Investment Sol...

To continue reading this article...

Join Professional Adviser for free

  • 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

Rishi Sunak returns to Goldman Sachs as senior adviser

Rishi Sunak returns to Goldman Sachs as senior adviser

Joined as an analyst in 2001

Linus Uhlig
clock 08 July 2025 • 1 min read
Client support: How financial and emotional resilience differ

Client support: How financial and emotional resilience differ

'Financial resilience appears to be decoupled from emotional resilience'

Louis Williams
clock 08 July 2025 • 4 min read
Parmenion's Dalgliesh: Adviser-led investing must stay disciplined and diversified

Parmenion's Dalgliesh: Adviser-led investing must stay disciplined and diversified

CIO Peter Dalgliesh explains how Parmenion’s risk-first, outcomes-based approach is benefitting advisers

Sahar Nazir
clock 08 July 2025 • 2 min read