By Peter A Walker
Copyright insider
Tweed Wealth Management has acquired the James Boyd Practice.
James Boyd, a financial consultant with 30 years of industry experience, has run his practice as part of St. James’s Place for the past 17 years.
“I’ve had the pleasure of knowing Chris and Alison Tweed for many years and have every confidence that they will show the James Boyd client portfolio every level of care, as my team and I have,“ he commented.
“Tweed Wealth Management is a highly regarded financial institution, and I have no doubt that they will grow with ease and professionalism. Next for me is a well-deserved retirement.”
Chief executive Chris Tweed said: “James has built an exceptional business based on trust and client-focused service and values that align perfectly with our own.
“This acquisition strengthens our commitment to having a presence in every region of Scotland while maintaining the personalised approach our clients value.”
Previous acquisitions by the firm includes Melville Wealth Management, Stevenson-Hamilton Wealth Management, Jamieson Wealth Management, John Home Wealth Management and the wealth management arm of Macleod & MacCallum.
The 15-strong team has been expanding its footprint across Scotland and the latest deal brings Tweed close to £1bn in assets under management.
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