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DQS Financial Management bought by Old Mutual Wealth

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Old Mutual Wealth Private Client Advisers is to buy financial planning firm DQS Financial Management in a deal that is a sign of increased consolidation in the wealth sector. 

The firm writes that the purchase will leverage Old Mutual Wealth’s investment capability across Quilter Cheviot and Old Mutual Global Investors, adding GBP200 million in assets under advice and 650 clients to the Old Mutual Wealth-branded financial planning business, which launched in 2015.
 
DQS staff, including five advisers, will remain with the company, with its offices operating under the Old Mutual Wealth Private Client Advisers brand.
 
DQS was founded in 2001 by directors Chris Dyson, Rob Quaintance and Carrie Payne, all of whom will remain with the business to support its continued growth as part of Old Mutual Wealth Private Client Advisers.
 
The business provides financial planning to clients from its base in Newton Abbot and has grown since 2001, including the acquisition of Castellan Financial Management in 2006.
 

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