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Curtis Banks acquires Hargreave Hale book of SIPPs

12 December 2018

Curtis Banks has completed the purchase of wealth manager Hargreave Hale’s book of SIPPs.

The purchase gives the independent SIPP operator around 600 SIPPs investing in assets valued around £180 million.

Hargreave Hale will continue to actively manage the invested assets and Curtis Banks will now be responsible for the professional administration of the SIPPs.

The sale marks the tenth asset purchase by Curtis Banks since the company was founded in 2009.

Rupert Curtis, group CEO said  the Hargreave Hale SIPP book was “a good fit for our business model and the clients will benefit from the high quality, service-led proposition that we provide.

“Having carefully taken the time to integrate Suffolk Life, our largest acquisition to date, we’re able to explore further opportunities to add scale and expand our offering to greater numbers of clients.”

Will Self, incoming Curtis Banks group CEO from January 2019 (pictured), added: “Investing to add high quality assets is a core component of our future growth strategy.

“We also see great potential for improving organic growth, by better meeting the needs of advisers and their clients, and we’ll soon launch a new SIPP product to market.

“We’re targeting an increased rate of growth in 2019.”

Professional Paraplanner