Leeds-based wealth management company The Private Office (TPO) has acquired London financial planner PQR Financial Planning in a cash and equity deal that sees its funds under management boosted by a third.
TPO, which was founded in Leeds in 2008 and launched its London base in 2013, acts for more than 900 clients and has 56 staff, including 17 advisers, and around £750m in funds under management. City-based...
Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...
Steps already taken
Increasingly diverse sector
First of planned acquisitions
Feedback from first year