Hurst Point Group are thrilled to announce their acquisition of wealth management firm Helm Godfrey – a move that will bring an estimated £1bn of assets under advice to the group.
Once approved by the relevant regulatory bodies, the arrangement is expected to add around 2,500 clients and increase the group’s total number of financial advisers to a generous 120.
The Helm Godfrey deal is one of many strategic steps taken by Hurst Point Group over the last twelve months, which have been marked by considerable growth. This acquisition not only adds considerable assets to the group’s portfolio but also broadens their regional spread and enhances the range of services available to clients.
The Helm Godfrey acquisition is a further demonstration of Hurst Point Group’s commitment to providing high net-worth clients with a premium service tailor-made to their needs. The new arrangement will see Helm Godfrey clients benefit from direct access to Hurst Point Group’s considerable scale and more expansive reach.
The move fits with Hurst Point Group’s ambitious consolidation plans, as well as the firm’s commitment to the wellbeing of their advisers. All advisers working for Helm Godfrey Group will be employed by the Hurst Point Group post-acquisition, with a guarantee of advantageous terms, conditions and incentives for their continued excellence and dedication.
Commenting on the announcement, CEO of Hurst Point Group, Gordon Bedford, said: “We are delighted with the acquisition of Helm Godfrey and the opportunities it offers. It allows us to extend our expertise and provide our clients with the highest levels of service across a wide range of asset classes.”
The acquisition is set to have a positive, lasting effect on the Hurst Point Group, allowing the firm to expand its portfolio and develop a range of services and products that will benefit clients and advisers across the region.
Hurst Point Group, a leader in the wealth management industry, has taken a major step forward with their acquisition of Helm Godfrey, an esteemed wealth management firm with near-£1bn in assets under advice. With the deal, Hurst Point Group is projected to add approximately 2,500 clients and has increased their financial advisors to a total of 120.
The Helm Godfrey deal is one of many strategic decisions by Hurst Point Group in the past twelve months that have resulted in considerable growth. Not only does acquisition bring considerable assets to the group’s portfolio, it also broadens the regional spread and magnifies the range of services available to clientele.
Moreover, the purchase of Helm Godfrey is indicative of the Hurst Point Group’s tireless commitment to provide tailored services to high net-worth individuals. Clients who now have access to Hurst Point Group will benefit from the firm’s expansive reach, varied capabilities and impressive scale.
This move furthers Hurst Point Group’s consolidation plans, and, as CEO Gordon Bedford stated, “We are delighted with the acquisition of Helm Godfrey, and the opportunities it offers for us to extend our expertise, as well as provide our clients with the best service across a wide range of asset classes.”
The impact of the Helm Godfrey purchase is set to be seen immediately, as clients and advisors experience the benefits of the widened reach, increased range of services, and lasting portfolio growth for Hurst Point Group. All in all, the acquisition of Helm Godfrey is a strategic move that will benefit the group’s ambitious goals and allow them to provide clients with the highest levels of service and dedication.