Old Mutual Wealth to acquire £200m financial planning firm DQS

Old Mutual Wealth Private Client Advisers, the appointed representative of Intrinsic, offers a financial planning service that leverages Old Mutual Wealth's investment capability across Quilter Cheviot and Old Mutual Global Investors. The acquisition will add £200m in assets under advice and 650 clients to the Old Mutual Wealth-branded financial planning business, which launched in 2015. DQS staff, including five advisers, will remain with the company, with its offices operating under the Old Mutual Wealth Private Client Advisers brand. The firm was founded in 2001 by directors Chr...