Hurst Point completes Helm Godfrey takeover
- Monday, 02 October 2023
- Articles
City of London Financial Planning firm and wealth manager Helm Godfrey has been acquired by private equity-backed wealth manager Hurst Point Group for an undisclosed sum.
Read more...Evelyn acquires £750m AUM wealth manager Dart
- Friday, 01 September 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has completed its takeover of City of London-based Dart Capital, a boutique wealth manager with £750m in assets under management and 19 staff.
Read more...Evelyn snaps up £739m AUM Dart Capital
- Monday, 12 June 2023
- Articles
Wealth management and professional services group Evelyn Partners has struck a deal to acquire Dart Capital, a City of London boutique wealth manager for an undisclosed amount.
Read more...Investment manager IPS merges with Financial Planner
- Wednesday, 19 February 2020
- Articles
Investment manager IPS Capital LLP has merged with a close neighbour - wealth manager and Financial Planner Prospect Wealth Management.
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