Attivo completes second adviser acquisition of 2014
PUBLISHED: 16:50 05 June 2014 | UPDATED: 16:50 05 June 2014
Attivo Group, the national financial services and investment group with a Cheltenham-based head office, today announced the completion of its second acquisition of an independent financial advice (IFA) firm this year - Amersham-based Alistair Clift.
Attivo will now take over ongoing management of an additional £10m funds under management on behalf of the firm’s 100 clients.
Stephen Harper, chief executive of Attivo Group, explains: “I am delighted that we are able to help Alistair and his clients. I am particularly pleased that Alistair recognised that Attivo are well placed to help clients of advisers ‘big or small’ when they choose to retire or leave the industry. He was impressed that we treat every client as important and have a dedicated team who manage the transition to make it as seamless as possible.”
In March 2014 Attivo announced its plans to double current funds under management to £1bn by 2017 with at least six adviser firm acquisitions planned for the next 12 months. Last month saw the acquisition of Middlesex-based Anthony Etkind, adding a further £50m funds under management.