Fidelius takes stake in established IFA, Vobis Ltd - IFA Magazine

Fidelius takes stake in established IFA, Vobis Ltd - IFA Magazine

Fidelius, the fast-growing Bath-based IFA firm, has announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients.  Fidelius will acquire a non-controlling holding in Vobis Ltd and will support the growth ambitions of Vobis through a long-lasting partnership improving both productivity and technological efficiency. With over £140m in assets under management, Vobis has a top 60 accountancy practice …

Fidelius takes stake in IFA Vobis

Fidelius, Bath-based IFA firm, on 1 May announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius will acquire a non-controlling holding in Vobis Ltd and will support the growth ambitions of Vobis through a long-lasting partnership improving both productivity and technological efficiency. With over £140m in assets under management, Vobis has a top 60 accountancy practice joint venture…

Fidelius acquires minority stake in Vobis Ltd

Fidelius has taken a non-controlling stake in Vobis Ltd, a financial planning business focused on high-net-worth (HNW) clients.  The investment aims to support Vobis’s growth and improve its productivity and technology.  Additionally, the partnership is expected to strengthen Fidelius’s presence in London and expand its client reach. Vobis manages over £140m in assets and works with a top 60 accountancy practice in Central London for client refe…

Fidelius takes minority stake in London IFA Vobis Ltd

Fidelius has acquired a minority stake in London-based advice firm Vobis Ltd as it looks to expand its footprint in the high-net-worth space. Vobis, which manages over £140m in client assets, specialises in financial planning for high-net-worth individuals.

Fidelius takes stake in established IFA, Vobis Ltd