A Locke Lord team led by Sean Page (London) is representing Close Brothers Asset Management in relation to its acquisition of IFA Bottriell Adams, a wealth management and financial planning firm based in Dorset, England. Subject to regulatory approval, the acquisition is part of Close Brothers Asset Management’s growth strategy to extend the business’ regional footprint in the South West. Additional assistance is being provided by Nick Elwell-Sutton, Kirsty Harrower and Charlotte Whitley-Roberts (all of London).
Posted on December 15, 2023