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...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions