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DFM and financial planner form £350m UK wealth group
Financial planning firm the Citimark Partnership and discretionary fund manager (DFM) Bowmore Asset Management have joined forces to form the London- and Bristol-based Bowmore Wealth Group. As part of the merger, the Citimark Partnership, which has over 450 high net worth clients, will be re-branded as Bowmore Financial Planning. The…
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