Tavistock boosts funds for acquisition warchest
Firm admits it is currently engaged in discussions with several M&A targets
Firm admits it is currently engaged in discussions with several M&A targets
Group FUM has surpassed £13bn
Its 12th acquisition of 2022 adds £115m to AUM
Barry Fleming and Partners has more than 400 clients and £140m of AUA
Deals takes assets under advice to over £1.8bn
Oculus Wealth Management adds £2bn of assets to the Schroders subsidiary
But there is no guarantee that an offer will be made
Deal takes assets under management to nearly £7bn
Schroders’ subsidiary has also picked up a 49% stake in a chartered financial planning firm
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
Firm now has over £1bn in assets under management
Deal expands the company’s presence in the Midlands