Fairstone
UK financial planning firm makes double acquisition
Deals add around £250m in funds under management
PEOPLE MOVES: HSBC AM, M&G, Julius Baer
Asset manager names APAC and Hong Kong CEO, while UK firm hires first CIO
UK financial planning group buys Hampshire advice company
Deal adds more than £850m in funds under management
Financial planning firm in M&A talks with 45 advice businesses
Company’s acquisition model ‘is continuing to deliver exceptional results and to drive growth’
Best Practice | 17 Sep 21
Fairstone adds junior finance academy to teach kids
Industry needs to ‘prepare’ for the younger generation to have more disposable money