Towry acquires Bluefin Personal Consulting

Scott Sinclair
clock

Wealth manager Towry has acquired Bluefin Personal Consulting (BPC), the Axa UK-owned financial planning unit of Bluefin, for an undisclosed sum.

A deal for the business, which advises on about £500m worth of assets for some 1,500 clients, is expected to complete before the end of the year. Transferring to Towry will be 19 wealth planners and 70 support staff. Initially, BPC will continue to operate under the Bluefin brand - and from its existing premises - to ensure a minimum disruption to clients, Towry said. Andrew Fisher (pictured), chief executive of Towry, said: "We are very pleased to have signed this agreement with BPC, whose advisers have demonstrated a strong track record in building trusted relationships with clie...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read
News editor's view: A week of acquisitions and consolidation

News editor's view: A week of acquisitions and consolidation

The news editor's Friday Night Takeaway from 11 April

Sahar Nazir
clock 14 April 2025 • 3 min read