First Wealth acquires Accumulate Wealth Management

Under First Wealth, individuals and families of Accumulate Wealth Management will receive financial planning services on a larger scale. Accumulate Wealth Management director and chartered financial planner Geoff Airey will stay on through the transition to manage leadership succession. The succession has been structured around "long-term continuity" for clients, according to First Wealth. Accumulate Wealth Management clients have been contacted about their move to First Wealth, and over the coming months. First Wealth co-founder Anthony Villis, head of private office Robert Cap...