Industry
Foster Denovo acquires £200m AUM Scottish advice firm Rosemount AM
Rosemount AM manages over £200m in assets for 571 households throughout Scotland
Lights, camera, action investment!
If the historical relationship holds, 2025 should see the North American box office comfortably exceed $10bn on an ongoing basis
Two thirds of wealth managers see 20% plus client growth over next three years
Independent research company PureProfile interviewed 100 wealth managers, financial advisers located in UK, Canada, Italy, Netherlands, Germany , Switzerland
People Moves | 2 Sep 24
Evelyn Partners hires Rachel Bleakley as associate director of financial planning team
Before joining Evelyn Partners, Bleakley was a wealth planner at Succession Wealth
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients