Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Plans to double AUM by 2029

Isabel Baxter
clock • 2 min read

Bath-based advice firm Fidelius has outlined expansion plans with a business rebrand.

With the backing of Swedish wealth manager Sӧderberg & Partners, which took a minority stake in the business last year, Fidelius said it plans to double assets under management by 2029 and is "on track" to become a top 20 IFA by size within the next few years. It will also aim to widen its client service propositions to "provide value adding services to those clients typically sidelined by traditional advice firms". As well as a new logo, Fidelius will unveil a new website, brand colours and language including a new slogan: 'Make it happen.' The advice firm said the slogan represen...

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