Financial Planner joins growing Scottish wealth manager
- Tuesday, 19 December 2023
- Articles
Adam & Company, the specialist Scottish wealth management firm and private bank, has hired Financial Planner Kevin Motion from Abrdn to help with its Financial Planning growth plans in Scotland following the acquisition of Glasgow-based £220m AUM Financial Planning firm Intelligent Capital in November.
Read more...Loyal North acquires Scottish Borders Planning firm
- Friday, 03 November 2023
- Articles
Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.
Read more...Scottish Financial Planner makes first acquisition
- Wednesday, 01 November 2023
- Articles
Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.
Read more...Progeny acquires 4-office Scottish Chartered Planner firm
- Tuesday, 24 October 2023
- Articles
Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.
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