Fairstone has added Sovereign Wealth Management and Utopia Financial Planning to its downstream buy-out (DBO) programme.
Collectively the firms will bring 16 members of staff to the consolidator, as well as total ongoing fee revenue of around £2m and £220m assets under management. The two businesses service 3,500 clients...
Follows McVey's resignation
Schroders and Aviva Investors
LightTower Partners, Seneca Partners and Unicorn AM
Integration with Money Dashboard
View from the front row