UK-based discretionary investment manager Waverton has acquired local rival Timothy James & Partners.
Financial details of the acquisition were not disclosed.
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Founded in December 1995, Timothy James & Partners is a FCA-regulated independent financial planning and investment advisory firm based in London.
Currently, the company, with a team of over 80 people, manages around £1.1bn.
Timothy James & Partners will continue to operate independently under its existing brand.
The acquisition bolsters Waverton’s discretionary investment management offering, enabling it to offer a complete portfolio of financial planning services.
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By GlobalDataWaverton clients can now seek advice on inheritance tax, pensions, corporate finance, mortgages, savings and corporate and personal protection.
Waverton Investment Management chairman David Rosier said: “This acquisition will see the merger of two highly successful businesses, creating a broader service for all our clients, with Waverton introducing a highly regarded financial planning service and Timothy James & Partners gaining full access to Waverton’s global investment management expertise, products and services.”
Timothy James & Partners founder and managing director Tim Whiting said: “We believe there are great, complementary synergies between our two businesses, and we look forward to capitalising on the opportunities this deal creates.
“Our business has grown by recommendation and referral; we believe this is a great fit with Waverton’s reputation for excellent client service and an active approach to investments.”
