FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Adds £335m AUM
Adds £211m AUA
Adds £55m AUM
Recently invested in Ascot Lloyd
Deal to close at the beginning of 2022
'M&A space certainly shows no sign of letting up yet'
Half-year results
High net worth client book
Sold for £40m
Takes AUM to £600m
17 March 2022
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2 min read
