Coutts integrates Adam & Co Planners
- Thursday, 29 April 2021
- Articles
Coutts has begun the process of integrating Financial Planners and wealth managers from its Adam & Company business into the main wealth management and banking firm.
Read more...Progeny acquires Scottish Financial Planner
- Wednesday, 21 April 2021
- Articles
Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.
Read more...Scottish wealth manager acquires first 2 firms
- Monday, 25 January 2021
- Articles
Dundee-based Financial Planner and wealth manager Thorntons Investments has bought Matheson Financial Consulting and Sonas Wealth Management as its ramps up its plans to expand.
Read more...IWP expands with acquisition north of the border
- Wednesday, 02 September 2020
- Articles
Expanding Financial Planner and wealth manager Independent Wealth Planners (IWP) has acquired Scottish Financial Planning firm Gilmour Hamilton Wealth Management in a move to extend its presence north of the border.
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