Wren Sterling adds £400m of assets with trio of acquisitions
Wren Sterling Group has acquired three more advice businesses adding a combined £400m in assets and 2,000 clients to its books.
Source: professionaladviser.com
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Wren Sterling DFM hires consultancy to boost proposition roll out
Wren Sterling’s discretionary fund manager (DFM) has appointed a consultancy to provide analytics and research services as it looks to accelerate its roll out.
Source: professionaladviser.com
Wren Sterling continues acquisition trail and names new CIO
National IFA the Wren Sterling Group has bought Morfitt & Turnbull, which boasts around £270m of client assets.
Source: moneymarketing.co.uk
Wren Sterling buys Oxford-based financial planning firm
National advisory firm Wren Sterling has bought Oxford-based IFA Critchleys Financial Planning, adding £150m to its assets under advice.
Source: moneymarketing.co.uk