FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Revenues of £80.3m in 2021
From 7 June
New owners Nordic Capital
Recently invested in Ascot Lloyd
Adds £1.2bn FUM
Latest purchase adds £382m FUM
To add £1.2bn FUM
Follows Newell Palmer purchase
Through sister firm Avellemy
Adds £12m revenues