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Coutts integrates Adam & Co Planners

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.

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Progeny acquires Scottish Financial Planner

Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.

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Scottish wealth manager acquires first 2 firms

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.

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IWP expands with acquisition north of the border

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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