Announced
Completed
Financials
Sources
Tags
Asset Managers and Custodians
Completed
Domestic
Majority
Private
Friendly
United Kingdom
Single Bidder
financial planning
Acquisition
Private Equity
Synopsis
Seven Investment Management, an investment management business, completed the acquisition of Partners Wealth Management, a London-based financial planner. Financial terms were not disclosed. The deal creates a group with a combined AUM of approximately £17bn, employing over 400 people and providing a range of investment and financial planning services.
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