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Financial Planning Group Agrees Double Acquisition

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Also, Caledonia Investments to acquire minority share in a multi-family office. : Tags: Caledonia Investments | Index Wealth Management | M&A | Moore Stephens | Stonehage Fleming | Tilney Group | Uk | Wealth Management The firm has also agreed to acquire Midlands-based Index Wealth Management, subject to regulatory approval. The Moore Stephens Wealth Management team provides bespoke financial planning and investment advice to personal, corporate and trust clients with combined assets under advice of £340m ($431m, €378m). The transaction will see eleven Moore Stephens staff based in London move across to Tilney, five of whom are advisers.

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