New acquisition made in build up to the re-brand
Citimark Partnership made a significant acquisition of Trigon Financial Services in December2019, which added a further £60m to its assets under advice. This formed part of the Group’s strategic growth plans and they are now poised for further acquisitions as well as some senior hires.
Bowmore Wealth Group is family-run, with Mark Incledon’s son Charles acting as Client Director at Bowmore Asset Management. Charles has been named as one of PAM’s ‘Top 40 under 40’ for the past 2 years, being awarded the accolade in both 2019 and 2020. Before joining Bowmore Asset Management Charles was a Discretionary Wealth Manager at HSBC Global Asset Management, having started his career at Quilter Cheviot.
The CEO added: “Bowmore Asset Management has a family and boutique feel with a personal touch which has become increasingly hard to find at larger firms. The team we’ve built share the same vision of offering a boutique, personalised service with our clients at the heart of everything we do.
“Combining with an investment manager also increases the number of touchpoints we have with our financial planning clients. We can now oversee the service provided from start to finish; this helps us ensure the financial plan is on track and if client circumstances alter, we are in a better position to adapt and change to suit them.”
