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FUNDRAISING NEWS | November 18, 2024
Tags: RIA, Mergers / Acquisitions
Succession Wealth announced the acquisition of Leeds, UK-based independent firm True Wealth Group, adding £1.1B of assets under advice and marking its fifth acquisition under Aviva and third in 2024.
True Wealth Group, led by co-founders John Baxter and Tim Crew, brings 20 years of financial planning and management experience as well as five offices across the UK, including one in Belfast that marks Succession’s entry into the Northern Ireland market.
True Wealth joins DFP Health & Wealth Management and London Wall Partners in merging into Succession in 2024, adding a collective £2.2B in client assets this year.
Written By: Dakota
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