thewealthnet

Cazenove, Quilter and Williams de Broe: Old wine in new bottles

Ian Orton, 13/01/2021

Old stockbroking and private client investment firms don’t necessarily die even after being acquired by much bigger firms.

In some instances, they can emerge phoenix-like from the ashes of a merger that went wrong to become much bigger than before.

Or the name of the acquired firm can be used as a trading name of the acquirer’s wealth management operations because of the perceived strength of the brand.

Even if the firm’s name does disappear, i...


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