Wealth management group and consolidator Succession has acquired two of its member IFA firms for £3m, as it seeks to reach £7bn of assets by 2017.
The two firms, Cornerstone Lifestyle Financial Planning and Hopkinson Associates, are regional family offices, with clients largely based in the North of England. They both joined Succession Advisory...
Unconstrained multi-asset fund managed by Talib Sheikh
Who made the cut?
Transferring out of DB scheme