Announced
Completed
Financials
Tags
Friendly
investment management
Acquisition
Majority
Merger
United Kingdom
Single Bidder
Asset Managers and Custodians
Completed
Private
Private Equity
Synopsis
IPS Capital, the multi-asset investment management firm, completed the merger with Prospect Wealth Management, a branch of Raymond James Investment Services. Financial terms were not disclosed. "Our strategic partnership with Prospect enhances our collective investment expertise, which we believe will add value to both firms’ clients. Our personalised service provides a clear point of differentiation from the larger, often listed wealth managers. We are delighted to welcome Matthew and his team into the IPS family," Jonathan Blain, IPS Capital CEO.
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