Surrey-based Navigate Capital Management (NCM) has merged into Partners Wealth Management (PWM).
Financial planning and independent advice business NCM will now form part of the PWM brand, 7IM group company PWM confirmed this morning. NCM advises on around £170m of assets for approximately 175 clients. Now that NWM and PWM have merged, PWM advises on £6.2bn in assets for around 5,700 clients. The move represents the next step in PWM's "ambitious growth journey", according to a press release shared this morning (8 July). "This is a proud moment for PWM, exemplifying everything we at PWM stand for – strong partnerships that lead to exceptional client outcomes," said PWM manag...
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