acquisitions

Seventh deal since Sovereign Capital Partners £55m backing

Latest update from business released on 7 September

Equanimity offers advice to female HNW clients and business owners

Wealth management firm completes second Midlands-based acquisition

The firm is to complete seven more deals in the coming months

Downstream buy-out programme

Adds £335m AUM

Adds £211m AUA

Adds £55m AUM

Recently invested in Ascot Lloyd