Clifton AM purchases Noble James Associates

AUM up to £970m

Julia Bahr
clock • 2 min read

Consolidator Clifton Asset Management has acquired Stroud-based financial advice firm Noble James Associates.

The completion of the deal follows followed the Bristol-based firm's recent acquisition of Burnett & Reid Wealth Management as it continues to accelerate its ‘buy and build' acquisition strategy. Set up in 1999, Noble James Associates has a team of independent experienced financial advisers. The acquisition of Noble James, with their team of three advisers and assets under management (AUM) of £130mn, takes Clifton's total AUM to £970mn. In July 2022, Clifton completed the acquisition of Aberdeen-based Burnett & Reid Wealth Management, which has been operational since 1991, and has ass...

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