Fidelius Announces Merger with IFA Timothy James & Partners

Fidelius merges with Timothy James & Partners

Fidelius has agreed a merger with London-based wealth manager Timothy James & Partners (TJP).  The combined business will have 50 advisers, over £30m in revenue and more than £3bn in assets under management (AUM).  The group will look after a wide range of clients and cover the small and medium-sized enterprise (SME), professional, medical, arts and media sectors. Tim Whiting, founder and managing director of TJP, will head a new team focused on…

Fidelius announces merger with IFA Timothy James & Partners

Mattioli Woods and Kingswood to merge

Mattioli Woods and the Kingswood Group have agreed to merge, in a move which creates a single wealth management and financial planning firm

Mattioli Woods, Kingswood create £25bn wealth group

Mattioli Woods and Kingswood Group have announced plans to merge, creating one of the UK’s leading wealth and financial planning groups with more than £25bn in assets under administration and advice. The deal, subject to regulatory approval, brings together two established names in the UK advice sector.

Mattioli Woods and Kingswood to merge, creating major wealth management group - East Midlands Business Link

Mattioli Woods, the specialist wealth and asset management business, and the Kingswood Group, a wealth and investment management firm, have agreed to merge. The announcement marks a significant milestone in the firms’ shared ambition to deepen client relationships, grow their talent base, and enhance their service and product offerings. The combined group will be a […]