Standard Life-owned financial planning business 1825 has acquired Bristol-based Fraser Heath Financial Management, establishing its South West regional office and adding £352m of assets under management.
The new regional office will comprise 23 employees, including seven planners and five paraplanners. On completion of the acquisition, expected in the first quarter of 2018, 1825 will have more than 70...
Ceremony on 29 November
Robo-advisers manage £1.7bn in total
Closing in 2020
Second of five videos with Cazenove Capital’s DFM team