Bellpenny Acquires City Wealth Management

April 20, 2015

On April 13, 2015, FT Adviser announced that the national wealth manager Bellpenny acquired Winchester-based City Wealth Management Independent Financial Advisers.


Bellpenny’s acquisition of City Wealth Management Independent Financial Advisors is Bellpenny’s 25th acquisition and involves 100 active clients and £31 million of funds under management.

To read the news release: please click here.


Categories

Investment Manager M&A, Transactions