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

Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

More on Companies

TenetConnect officially declared failed by FSCS

TenetConnect officially declared failed by FSCS

Comes after the lifeboat fund opened claims in December 2024

Isabel Baxter
clock 26 March 2025 • 2 min read
Quilter adds PHW Wealth Partners to advice network to expand in Northern Ireland

Quilter adds PHW Wealth Partners to advice network to expand in Northern Ireland

Founded by Chris Power, Ciaran Hamill and Stephen Warke

Isabel Baxter
clock 25 March 2025 • 1 min read
Finli completes second acquisition in two months

Finli completes second acquisition in two months

Aims to add £1bn in assets with a ‘raft’ of deals to come this year

Isabel Baxter
clock 24 March 2025 • 3 min read