Brown Shipley has integrated seven new advisers, 12 support staff and £540m AUM into its Manchester office. This follows the acquisition of financial planning and wealth management company The Roberts Partnership last October.
The Roberts Partnership will now cease to exist as a legal entity with all advisers formally joining Brown Shipley’s Manchester office in Spinningfields, Hardman Street.
The new team will increase Brown Shipley’s regional presence in the North West and is part of the team’s strategy to enhance its proposition and services to clients, particularly in wealth planning.
Chief Executive Officer at Brown Shipley Ian Sackfield said: “I am delighted to announce the formal integration of The Roberts Partnership. The addition of such a high calibre group of financial planners means we are able to serve a greater number of clients and to draw upon even more expertise. Alongside our other five offices, the move also further cements our position as one of the leading full service wealth managers in the North West.”
Wealth Management Director Tony Antczak said: “We are excited to be formally joining Brown Shipley, as it’s a business with clear ambitions and a vision for the future. The opportunity to be part of a bigger network and to be able to draw upon expertise from across wealth planning, investment management and lending, means we will be able to support our clients with all their wealth management needs even better.”