FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Project Exit to launch 11 May
Trio of acquisitions take total AUA to £1.5bn
Adds £400m in assets under advice
Points to ‘financial wellbeing for everyone’ focus
Cutting & Carter purchase adds £60m AUM
Adds about £500m in assets
Adding £825m in assets
Roderic Rennison on the future of deals in the advice industry
Adds about £50m of client assets
Bought West Midlands-based firm in latest buyout deal