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The Morning Briefing: Perspective acquisitions and new wealth management firm

September 4, 2023

Good morning and welcome to your Morning Briefing for Monday 4 September 2023. To get this in your inbox every morning click here. Perspective acquisitions Consolidator Perspective has continued its acquisition spree with a further three acquisitions, bringing its total 2023 count to 15. The three latest acquisitions

United Kingdom Northern Ireland Greater London United Kingdom General West Midlands City Of

Source: moneymarketing.co.uk

Ex-Brooks Macdonald investment director launches wealth boutique

September 4, 2023

Daniel Minett is teaming up with P1 Investment Services to launch a wealth management firm combining DFM client services with modern technology.

James Priday Daniel Minett Investment Services Former Brooks Macdonald Horizons Wealth Management City Asset Management

Source: moneymarketing.co.uk

Ex-Brooks Macdonald director teams up with P1 Investment Services for DFM launch

September 4, 2023

Ex-Brooks Macdonald and City Asset Management investment director Daniel Minett is launching a wealth boutique.

James Priday Five Horizons Wealth Management Five Horizons Elston Portfolio Management Corrival Capital Management Pangea Impact

Source: investmentweek.co.uk

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