WBR Group has bought NM Perris & Co, which trades as Brunel Trustees, for an undisclosed sum adding 200 small self-administered schemes (SSAS) and £300m in assets under administration.
The deal, which also includes associated companies Brunel Trustees Limited and Omniphi Systems, brings an additional office in Bristol to the group, which now administers more than 4,500 SSAS with assets of £4.5bn. All three businesses will continue to trade under their current names, WBR said. Brunel Trustees' six SSAS employees, including the directors, will join WBR Group, while five self-invested personal pension (SIPP) employees will transition to Cabot. Brunel Trustees is focused on SSAS administration. Brunel Trustees Limited is a SSAS practitioner and trustee company. Omniphi ...
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