European Wealth Acquires Financial Planner Bradley Stuart

October 22, 2012

On October 19, 2012, European Wealth Management announced that it had acquired Bradley Stuart, a financial planning business based in Worcester, UK.


On October 19, 2012, European Wealth Management announced that it had acquired Bradley Stuart, a financial planning business based in Worcester, UK.  European Wealth will fund the acquisition from its cashflow, plus an additional £450,000 in structured convertible lending at an annual interest rate of 10%, provided by European Wealth’s parent group Kingswalk Investments.  This is European Wealth’s fourth acquisition in two years, increasing its assets under management by approximately £120 million. 

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Investment Manager M&A, Transactions