Söderberg & Partners continues UK expansion with fourth deal of 2023

The deal is the fourth IFA acquisition this year for the Swedish wealth manager. Earlier this year it acquired a majority stake in Timothy James & Partners, and minority stakes in Cambridge-based Dartington Wealth Management and Atherton York in North London.  The business previously secured significant backing from global investment firm KKR to fund its adviser proposition acquisition strategy. Terms of the Generation Financial Services deal were not disclosed. The advisory business also operates Generation Wealth Management, Generation Employee Benefits and Generation Charity Consul...