Fidelius will merge with London-based wealth manager Timothy James & Partners, taking its assets under management to over £3bn. The combined business will comprise 50 advisers with revenues of more ...
Bath-based advisory firm Fidelius has outlined its expansion plans with a business rebrand. Fidelius plans to double assets under management by 2029 and is on track to become a top 20 IFA by size ...
Fidelius has acquired a minority stake in London-based advice firm Vobis Ltd as it looks to expand its footprint in the high-net-worth space. Vobis, which manages over £140m in client assets, ...
Fidelius has taken a stake in London-based Vobis Ltd for an undisclosed amount. The Bath-based IFA firm has bought a non-controlling holding in Vobis, an accountancy practice joint venture with more ...
Independent chartered financial planning firm Fidelius Group has acquired Bath-based Robson Taylor IFA. The acquisition of Robson Taylor IFA, which specialises in retirement planning, investments, ...
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