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Birmingham Post
Birmingham Post
Business
Andrew Arthur

Bristol financial services firm passes £1bn AUM with latest deal

A growing Bristol financial services firm has seen its assets under management (AUM) rise to more than £1bn after completing its third acquisition in three months.

Clifton Asset Management has bought Welsh financial advisers, Mark Philips Ltd, for an undisclosed sum.

It's the latest deal for Clifton, following its purchases of Gloucestershire firm Noble James Associates in September and Scotland's Burnett & Reid in July.

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