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Wealth manager adds £320m AUM in latest deal

News Team, 18/09/2020

Acquisition-hungry wealth manager Kingswood has announced its latest deal, buying Regency Investment Services, a Surrey-based regional IFA platform

The transaction boosts Kingswood's client facing advisory team to 67 people and increases funds under advice/management to £5.0 billion from over 16,000 active clients. It operates from 15 offices in the UK.

Regency provides independent financial advice to individuals and corporates primarily in the Greater London area and currently employs 12 people including six IFAs. It advises and manages £320 million on behalf of around 1,000 clients.

Pending regulatory appr...


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