Wren Sterling expands Northern reach as it acquires Callisto Wealth

Strategic move to bolster Wren Sterling's position in the wealth management sector

Sahar Nazir
clock • 1 min read

Wren Sterling has acquired Lancashire-based Callisto Wealth in an effort to further enhance its offerings to clients.

Under the terms of the agreement, Wren Sterling will acquire 100% of Callisto Wealth's shares, making it a wholly-owned subsidiary of the company. The acquisition comes as Wren Sterling expands its market presence in the UK. The financial planner recently bought three advice firms adding a combined £400m in assets and 2,000 clients to its books. Callisto Wealth clients have been informed of the acquisition and the office remains open with contact details unchanged.

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 profession

Rishi Sunak

Sunak's IHT removal rumour sparks cautious optimism

Prime minister ‘refuses’ to comment on government’s plans to scrap IHT

Sahar Nazir
clock 25 September 2023 • 4 min read
Timeline secures £10m funding to double £3bn AUM size

Timeline secures £10m funding to double £3bn AUM size

The MPS provider secures Series B funding for national expansion

Sahar Nazir
clock 25 September 2023 • 1 min read
Client investment value the focus of new Defaqto adviser tool

Client investment value the focus of new Defaqto adviser tool

Consumer Duty compliance central to the development of new offering

Sahar Nazir
clock 25 September 2023 • 1 min read