Wealth management firm Courtiers has completed the purchase of Norwich-based Brunswick Investment Management for an undisclosed sum. This is the firm’s fifth acquisition.
The deal adds £105m in client funds to Courtiers as well as taking the number of employees in the group to 140 and the number of offices to seven.
Courtiers chief executive Jamie Shepperd described Brunswick as an “ideal fit”.
“It’s full of talented people, Norwich expands our footprint, it’s discretionary planning led, and as a company it has the right ethics in the way it deals with clients,” he added.
Courtiers aims to reach £3bn in funds under management by April 2033. To reach this goal Courtiers is looking to add another £380m in assets through additional acquisitions by April 2027.