Wren Sterling Group, a London-based financial advisor, has acquired Active Wealth Management and HB&O Financial Services, gaining 860 clients and £330 million in assets.
Information on the Target
Wren Sterling Group, a London-based independent financial advisor (IFA), has successfully completed a series of strategic acquisitions, significantly expanding its portfolio by bringing on board 860 new clients and £330 million in assets. This growth comes less than six months after their initial acquisition announcement made in October.
Both Nottingham-based Active Wealth Management and Leamington Spa's HB&O Financial Services have now joined Wren Sterling’s team, enhancing the company's reach in both Scotland and the West Midlands. CEO James Twinning expressed enthusiasm about integrating these new clients and professionals, emphasizing the strong commitment to serving their clients effectively.
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Industry Overview in the Target’s Specific Country
The independent financial advisory market in the UK has been experiencing robust growth, fueled by increased consumer awareness and the demand for personalized financial advice. As more individ
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Wren Sterling Group
invested in
Active Wealth Management and HB&O Financial Services
in 2023
in a Series A deal