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The monetary administration arm of Scottish legislation agency Gilson Grey has acquired boutique wealth supervisor and fellow St James’s Place community agency Wilson Monetary.
The deal expands Gilson Gray’s team in Dundee, following its recent acquisition of RS Robertson.
Wilson Monetary was based in 2018 as a part of the SJP companion community.
Wilson Monetary founder Gavin Wilson will be part of Gilson Grey’s staff of over a dozen Monetary Planners within the agency’s new Dundee city-centre workplaces.
Mr Wilson stated becoming a member of Gilson Grey will give his shoppers entry to a wider staff and broader vary of companies.
Gilson Grey expects to make additional Scottish acquisitions this 12 months.
Steve Herkes, managing director of GGFM, stated: “Gavin is a superb addition to GGFM and his expertise and experience will likely be invaluable in serving to us to proceed to supply the very best high quality of service to our shoppers from our rising Dundee workplace. He’ll complement our present staff and play a central function in serving to to develop our presence within the wider area, significantly Fife and Stirling.
“Gilson Grey arrived in Dundee simply two years in the past and has grown considerably – our acquisition of RS Robertson has added a powerful GGFM presence to our authorized experience within the metropolis. Including Wilson Monetary to our enterprise is the newest deal in a sequence of strategic acquisitions and we hope to conclude extra throughout Scotland as we transfer additional into 2023.”
Sarah Hughes Wealth Administration has been a senior companion follow of the St James’s Place community since 1997, specialising in offering recommendation to high-net-worth people with complicated monetary wants throughout the UK.
Thus far the acquisitions have taken Gilson Grey’s belongings beneath administration to over £650m with greater than 30 monetary advisers serving shoppers throughout the UK.
Gilson Grey Monetary Administration provides specialist monetary recommendation to personal and company shoppers across the UK. It’s a senior companion follow of wealth supervisor St James’s Place Wealth Administration.
Gilson Grey was established in 2014 and offers recommendation on legislation, property and finance. The agency has greater than 160 employees in 4 workplaces in North Berwick, Edinburgh, Dundee and Glasgow.
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