National wealth manager and consolidator Bellpenny has acquired two IFA firms with a combined £84m funds under management (FUM).
The purchases bring Bellpenny's managed assets to more than £3bn, as its deals to date reach 26. The firm has added £46m FUM firm Caledonia Edinburgh Limited and adviser Lynn Healy to its newly opened...
To continue reading this article...
Join Investment week
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
