Farrer & Co has advised Canaccord Genuity Wealth Management in the UK & Crown Dependencies (CGWM UK) on its entry into an agreement to acquire Scottish financial planning business, Intelligent Capital. The transaction is subject to customary regulatory approval but is expected to complete by March 2024.
Upon completion of the transaction, the employees and clients of Intelligent Capital will operate under the Adam & Company brand, which represents the Scottish operating business of CGWM UK. Further details of the transaction can be found here.
© Farrer & Co LLP, January 2024