Greystone Financial Services Ltd has acquired Roger Harris & Co, a Leicestershire-based wealth management firm with client base of some 140 investors and client assets of approximately £70.9m ($140m).
Greystone is the UK partner of Focus Financial Partners, the US wealth management firm founded in 2006 by Rudy Adolf, which is set on establishing the first global network of independent wealth management...
Rebranded from OMW
Think tank report
Number of benefits
Alongside Barrett, Hopkins, Boston and Thorman on 17 October
Shows risk of death