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Fidelius positions for growth with rebrand and expansion plans

Summary by Money Marketing

Bath-based advisory firm Fidelius has outlined its expansion plans with a business rebrand. Fidelius plans to double assets under management by 2029 and is on track to become a top 20 IFA by size within the next few years.

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international-adviser.com

Fidelius rebrands amid plans to rapidly double AUM

Fidelius, the Bath-based advisory firm, today (17 February) unveiled “significant” expansion plans with a business rebrand. With the backing of Swedish wealth manager Soderberg & Partners, which took a minority stake in the business last year, Fidelius said it plans to double assets under management by 2029 and is on track to become a top 20 IFA by size within the next few years. It will also widen its client service propositions to provide valu…

6 days ago

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