Wren Sterling makes trio of acquisitions taking AUM to £9bn

Latest buys add more than £300m AUM to the national IFA

Isabel Baxter
clock • 1 min read

Wren Sterling has made three IFA business acquisitions, adding more than £300m in assets under management (AUM).

The national IFA firm has snapped up JLS Associates near Perth which has joined its Glasgow team, Kent-based Investment Choices has expanded its growing presence in the South-East, and Broadway Financial Planning, located in the Cotswolds, has boosted its Oxford-based team. Wren Sterling has gained about 520 clients through the acquisitions, as it continued its strategy of "acquiring profitable firms that are geographically well-positioned to support its growth". In total, the three deals have brought in more than £300m of AUM. Wren Sterling's total assets now stand at about £9bn. ...

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Isabel Baxter
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Isabel Baxter

Senior Reporter at Professional Adviser

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