(IN BRIEF) Benchmark Capital has acquired two established financial advice firms, Caroline Banks & Associates and Verum Financial LLP, both long-standing users of its technology and compliance platform, adding nine advisers and over £450 million in combined client assets to … Read the full press release →
Posted in Banks, Business, Economy, Financial, Government, Industrial, Investment, Management, Technology, United Kingdom
Tagged advisory acquisition, Benchmark Capital, Benchmark Capital Accelerates Growth Strategy by Integrating Caroline Banks & Associates and Verum Financial, Canterbury, Caroline Banks, Caroline Banks & Associates, client outcomes, compliance technology, Ed Dymott, Financial Planning, investment platform, Lee Giles, Mayfair, Schroders, succession planning, UK financial advisers, Verum Financial LLP, wealth management
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