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...

To continue reading this article...

Join Professional Adviser

  • 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 Business

Majority of advisers say an intergenerational approach is important

Majority of advisers say an intergenerational approach is important

More than half claim to have an intergenerational business strategy

Isabel Baxter
clock 07 December 2023 • 1 min read
Advisers need to be 'proactive' ahead of April ISA lock-in date

Advisers need to be 'proactive' ahead of April ISA lock-in date

Advice firms warned of client loss if they do not explain potential risks

Isabel Baxter
clock 06 December 2023 • 1 min read
Advisers struggle to measure full fair value requirements

Advisers struggle to measure full fair value requirements

‘Demonstrating value is the thing that most businesses are struggling with’

Isabel Baxter
clock 30 November 2023 • 1 min read