News

The Superbia Group acquires Octagon Financial Services 

By Helen Ibbotson Hughes



We are pleased to announce that The Superbia Group has acquired Octagon Financial Services following the retirement of the previous adviser. 


Clients from Octagon Financial Services will transfer to Furnley House for their financial planning needs.


Chief Executive Officer of The Superbia Group S...

01.09.23 03:18 PM - Comment(s)
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Furnley House buys Midlands-based advice firm

By Helen Ibbotson Hughes

Furnley House, an advice firm which is part of the Superbia Group, has bought East-Midlands based CDG Financial Services with backing from Shawbrook Bank.

22.12.22 03:09 PM - Comment(s)
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Asset Intelligence Launches Two Investment Funds with T. Rowe Price

By Helen Ibbotson Hughes

Asset Intelligence Portfolio Management (AIPM), the Midlands based discretionary fund manager, today announces the launch of two new investment funds: 

• The VT Asset Intelligence Growth Fund 

• The VT Asset Intelligence Defensive Fund 

 

Both funds have been created in partnersh...

02.02.21 02:34 PM - Comment(s)
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Forming Asset Intelligence Portfolio Management

By Helen Ibbotson Hughes

Asset Intelligence Portfolio Management (AIPM) is a discretionary fund manager that builds and manages discretionary investment portfolios for IFA firms. Founded in 2019, AIPM represents the first working example of the value offered through the formation of the Superbia Group. 
 
With both ...
01.01.20 04:57 PM - Comment(s)
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Acquiring the Richard Billington business

By Helen Ibbotson Hughes

In December 2019 the group completed the acquisition of Richard Billington (IFA) Ltd. The firm has been providing practical financial planning advice to individuals, families and businesses in Leicestershire and the surrounding area since 2003. 
 
After months of searching and approaching va...
01.01.20 12:11 PM - Comment(s)
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