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...
Speaking at Professional Adviser's conference
Equity release panel
Speaking at PA360
TISA's Peter Smith
Shone a light on 'closet trackers'