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Courtiers marks fifth acquisition with plans for more

November 2, 2023

Wealth management firm Courtiers has completed the purchase of Norwich-based Brunswick Investment Management. The deal, completed on 1 November, brings in £105m in client funds - taking Courtiers total funds under management to just over £1.1bn.

Henley On Thames United Kingdom Jamie Shepperd Courtiers Group Paragon Independent Solutions Norwich Based Brunswick Investment

Source: moneymarketing.co.uk

I was sacked for wanting to work at home during coronavirus pandemic

January 28, 2022

A MAN who was sacked by a Henley investment business for wanting to work from home during the coronavirus pandemic has been awarded almost £15,000. Nick Q...

United Kingdom Nick Quelch Stuart Richards Jamie Shepperd Mia Milner Moore University Of Reading

Source: henleystandard.co.uk

UK wealth manager acquisition adds £120m in client funds

August 27, 2021

It brings total FuM to approximately £1.1bn

United Kingdom Jamie Shepperd Craig Davidson

Source: international-adviser.com

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Jamie Shepperd News Today

Courtiers marks fifth acquisition with plans for more

I was sacked for wanting to work at home during coronavirus pandemic

UK wealth manager acquisition adds &#xA3;120m in client funds

Explore More Categories

UK wealth manager acquisition adds £120m in client funds