AAB Wealth Acquires BpH Wealth Management and Jane Smith Financial Planning

Deal Summary

AAB Wealth has completed the acquisition of BpH Wealth Management and Jane Smith Financial Planning, expanding its assets under advice to roughly $3.2 billion and its client base to over 2,500 families. The deal adds more than 130 professionals across the UK and follows regulatory approval, with the acquired firms set to rebrand under the AAB Wealth name.