Towry Acquires Conclusion Financial Planning

September 26, 2013

On September 25, 2013 U.K.-based wealth advisor Towry announced that it will acquire Conclusion Financial Planning. 

On September 25, 2013 U.K.-based wealth advisor Towry announced that it will acquire Conclusion Financial Planning.  Conclusion Financial is an Aberdeenshire-based financial services firm that provides wealth management services and has approximately £15 million in assets under management.  The transaction will expand Towry’s geographic footprint within the U.K.  Towry is a financial advisor and investment management firm with approximately £4.8 billion of discretionary assets under management on behalf of individuals, families, and trustees. 

For the press release, please click here.


Categories

Investment Manager M&A, Transactions