Old Mutual Wealth Private Client Advisers is set to acquire financial planning firm DQS Financial Management, adding £200m in assets under advice.
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...
£1bn business since inception
Considered doing so in 2015
Client communication considerations
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