Aims to add £1bn in assets with a ‘raft’ of deals to come this year
The digital wealth manager sees assets exceed £5.5bn
‘Greater negotiation clout’ and tech investment cited as deal drivers
Bought Reading-based Professional Financial Centre
A growing trend of consolidation within the sector
Lift founder Holden to lead financial planning business
Looking to snap up and merge firm as part of its ‘project Canaries’
Nucleus’ buy of Third Financial tops the table
Latest transactions added £375m in assets