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The perfect fit- Business Strategies with M&A

By International Adviser, 7 Apr 15

Walker Crips’ acquisition of discretionary investment manager Barker Poland proves how a good match provides a fillip for a company’s core proposition.

Walker Crips’ acquisition of discretionary investment manager Barker Poland proves how a good match provides a fillip for a company’s core proposition.

The acquisition of Barker Poland also brings additional scale to the operations of the enlarged WCG group, with AUMA rising to around £3.4bn, leaving the company well placed to achieve its medium-term objective of growing to £5bn.

Importantly, Barker Poland will become part of the core investment management offering in London, and its investment style is highly complementary.

Barker Poland’s clients will benefit from the additional resource and investment choices and capabilities within the enlarged group.

The combination of this corporate acquisition with the group’s ongoing rapid pace of recruitment of investment managers and their clients has boosted prospects of even further growth as market awareness of the group’s transformed profile increases.

                

Pages: Page 1, Page 2, Page 3

Tags: Investment Management | UBS | Walker Crips | Wealth Management

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.