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Lumin Wealth hits £800m AUM with latest IFA purchase

March 4, 2022

Lumin Wealth has acquired Enhance Wealth Management – a Hertfordshire-based financial advice firm. The purchase brings Lumin group assets under management to around £800m.

United Kingdom City Of Sara Moore Martin Cotter Everett Macleod Lumin Group

Source: moneymarketing.co.uk

Wealth manager makes fourth acquisition

March 4, 2022

Deal brings group AuM to £800m

City Of United Kingdom Sara Moore Everett Mcleod Martin Cotter Lumin Group

Source: international-adviser.com

Lumin Wealth buys Hertfordshire firm in fourth acquisition

March 4, 2022

Financial advice and discretionary fund management firm Lumin Wealth, based in St Albans and London, has acquired Hertfordshire-based financial advice firm Enhance Wealth Management.

United Kingdom Sara Moore Chamberlain Stean Everett Macleod Martin Cotter Vz Group

Source: professionaladviser.com

Lumin Wealth makes fourth acquisition

March 4, 2022

Deal brings group AUM to £800m

City Of United Kingdom Sara Moore Everett Mcleod Martin Cotter Lumin Group

Source: portfolio-adviser.com

Swiss firm targets UK expansion with 50% stake in Lumin Wealth

May 18, 2021

Swiss firm targets UK expansion with 50% stake in Lumin Wealth VZ Group aims to gain ‘strategic foothold’ in the UK financial advice sector Swiss financial services provider VZ Group has acquired a 50.1% stake in financial advice company Lumin Wealth to gain a “strategic foothold” in the UK financial advice sector. VZ Group said there were “similarities” between the Britain and Switzerland in terms of the savings market. VZ is a Swiss financial services provider headquartered in Zug...

United Kingdom City Of Urs Feldmann Markus Graf Mike Felton John Cusins

Source: portfolio-adviser.com