Benchmark Capital (Benchmark), a provider of financial planning solutions and part of Schroders Group, is to acquire a 51 percent shareholding in Oculus Wealth Management.
Based in Harrogate, Oculus is a boutique advice network operating an appointed representative model with 26 firms and 35 advisers.
Oculus has partnered with Benchmark since 2015, leveraging their integrated platform, practice management and client portal technology solutions to grow their client...