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Earlier this year TPO bought the London wealth management division of SRLV Accountants, SRLV Financial LLP. The deal followed its acquisition of PQR Financial Planning in 2016. TPO chief executive ...
A Leeds-based wealth management firm has swooped for a counterpart in London in a deal that takes its funds under management to £1.3bn. The Private Office (TPO) has acquired Lamb Wealth Management.
"Our current focus is to grow TPO organically through the quality of our wealth management advice and lead generation, but we are open to discussions with independent firms if there is a good fit ...
Earlier this year TPO bought the London wealth management division of SRLV Accountants, SRLV Financial LLP. The deal followed its acquisition of PQR Financial Planning in 2016. TPO chief executive ...