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

ValidPath launches client buyout programme for retiring IFAs

ValidPath launches client buyout programme for retiring IFAs

Designed to help with a ‘comprehensive succession and acquisition solution’

Isabel Baxter
clock 02 July 2025 • 4 min read
How one advice firm's consultancy fee charge 'adds value'

How one advice firm's consultancy fee charge 'adds value'

‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’

Isabel Baxter
clock 01 July 2025 • 4 min read
Evelyn Partners completes sale of fund solutions business

Evelyn Partners completes sale of fund solutions business

75 staff to move over to Thesis

Patrick Brusnahan
clock 01 July 2025 • 1 min read