acquisitions

Deal expected to complete in the spring

Snaps up Gem & Co

Adds £650m in AUM

Lee Equity’s investment will support the firm’s strategic priorities

Managing director Matt Smith joins the firm

Deal brings £40m in assets under management

Including on debt and incentives

Acquisition part of strategy to boost North of England presence

Bought St Albans-based Avidity WM

‘Putting the client first in everything we do’