Platform Wealthtime and DFM Copia Capital become Quanta Group
Advice firm targets ‘another three to five’ deals this year
Acquires financial planning, employee benefits and DFM businesses
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’