Wren Sterling buys two advice firms

Adds about £500m in assets

Jen Frost
clock • 2 min read

Wren Sterling has added about £500m in assets with two advice business buys.

Together, the deals add approaching 1,400 clients. The acquirer has bought Taunton-based Chartered financial planning firm Keyte and Glasgow-based boutique advisory firm Mackenzie Taylor Asset Management (Mackenzie Taylor). Keyte adds about £400m of assets and approximately 1,100 clients, according to Wren Sterling, which pointed to the Somerset business' "strong reputation for accessible, client focused advice delivered by a dynamic graduate team". Keyte was launched by founder Robin Keyte and Siobhan Keyte roughly 25 years ago. Robin Keyte is known for his work on the Financial C...

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