| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Epoch Wealth Management
Epoch Wealth Management is offer a full spectrum of financial planning services …
|
2019-04-29 | Acquisition | Complete | — | Deal → |
| 2 |
Mathieson Consulting
Mathieson Consulting is a specialist pension and actuarial consulting firm/
|
2019-04-02 | Acquisition | Complete | — | Deal → |
| 3 |
D
Duncan Lawrie Asset Management
Duncan Lawrie Asset Management is operates as an investment management company.
|
2016-12-19 | Acquisition | Complete | — | Deal → |
| 4 |
Tilman Brewin Dolphin
Tilman Brewin Dolphin provides a comprehensive service for the management, prote…
|
2011-08-01 | Acquisition | Complete | $51.4M | Deal → |
| 5 |
R
Russell Newth
Russell Newth is a privately held company that provides a comprehensive service …
|
2001-11-09 | Acquisition | Complete | — | Deal → |
| 6 |
W
Wise Speke Group
Wise Speke Group is a privately held company that provides a comprehensive servi…
|
1998-06-30 | Acquisition | Complete | — | Deal → |