Davy Private Clients to Acquire Square Seven Financial Planning

January 17, 2014

On January 15, 2014, IFAOnline reported that Davy Private Clients, the wealth management and financial planning division of J&E Davy, will acquire Square Seven Financial Planning, a Northern Ireland-based financial advisor.


On January 15, 2014, IFAOnline reported that Davy Private Clients will acquire Square Seven Financial Planning.  Davy, based in Northern Ireland, is the wealth management and financial planning division of J&E Davy.  Square Seven is an independent financial advisor serving private, corporate, trust and pension clients.  This acquisition is the latest in a series of acquisitions by Davy in the private client and asset management sector.  The terms of the transaction were not disclosed.

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Categories

Investment Manager M&A, Transactions