thewealthnet

Swedish wealth manager buys IFA from Waverton

News Team, 14/09/2023

Swedish wealth manager Söderberg & Partners has acquired a majority stake in the independent financial advisory company Timothy James & Partners (TJP) from current owner Waverton Investment Management Group.

Söderberg & Partners has also taken a minority stake in advice firms Dartington Wealth Management, based in Cambridge and Atherton York (Chartered Financial Planners) in North London.

These investments form part of the firm’s plan to invest in UK based...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com