Wealth management firm Artorius has announced the acquisition of four investment managers and the completion of its migration to BNY Pershing.
The addition of Lancashire-based Hugo Pring, Rachel Tilburn, Jane Conlin, and Adrian Williams brings in £95m of assets under management (AUM).
Artorius said the deal extended its presence in the north west, reflecting its long-term strategy to provide personalised wealth management services to entrepreneurial clients across the UK.
The firm also announced the completion of its migration to BNY Pershing, a move it said made integrating the acquisition a more streamlined process, with both firms’ assets custodied at Pershing.
As part of Artorius, new clients will have access to a wider range of investment opportunities, enhanced reporting, and an experienced wealth planning team, the firm stated.
Commenting on the acquisition, Artorius CEO, Paddy Lewis, said: “First and foremost, I want to welcome our new clients and colleagues. We are confident that the trusted relationships they have built over many years will continue to thrive within Artorius.
“The key to our sustainable growth is the strong alignment between all our stakeholders. We are owned by a number of our clients and team members.
“We’re not chasing sky-high assets under management at the expense of client service, only to flip the business to the highest bidder.
“We’ve always believed in growing by delivering quality advice and service to clients. Becoming acquisitive doesn’t change that – this is about adding the right partners who share our values.”
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