Ingenious Asset Management is to merge with Thurleigh Investment Managers, bringing together their respective investment teams under one roof.
The deal - done for an undisclosed sum - has been approved by the FCA and is scheduled to complete on 30 April. The new specialist investment management firm will have a combined £1.8bn in discretionary private client assets and platform-based model portfolios. Following the merger, Guy Bowles will continue in his role as founder and chief executive of Ingenious, while David Rosier will remain chairman of Thurleigh. Charles MacKinnon (pictured), co-founder and chief investment officer of Thurleigh, will become part of the merged firm's Portfolio Steering Group, which sets the inves...
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