Benchmark Capital snaps up advice firm Robertson Baxter

Adds £200m in assets to the network

Isabel Baxter
clock • 2 min read

Schroders-owned advice network Benchmark Capital has acquired Huddersfield-based advice firm Robertson Baxter.

Headed up by CEO Greg Robertson, Robertson Baxter is a directly authorised firm of four advisers with £200m of client assets. Benchmark said this acquisition continues its growth trajectory having increased its adviser base, boosted internal headcount and expanded its technology proposition over the past year. It has supported Robertson Baxter with platform and investment solutions for several years. "This extended relationship will deepen the practice management and compliance support as well as provide further opportunities to build on strong growth," the advice network said. ...

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 Companies

Aberdeen shares slide on continued adviser outflows

Aberdeen shares slide on continued adviser outflows

Overall net outflows of £300m

clock 21 October 2026 • 2 min read
First Wealth acquires Accumulate Wealth Management

First Wealth acquires Accumulate Wealth Management

Clients to benefit from larger scale financial planning services

Sophia Panayi
clock 21 October 2026 • 2 min read
Tavistock agrees £3m King Financial Planning sale as it enters talks with Atomos

Tavistock agrees £3m King Financial Planning sale as it enters talks with Atomos

Alongside potential sale of Tavistock Private Client’s parent company

Isabel Baxter
clock 21 October 2026 • 2 min read