Deals Of The Day: The Latest In Wealth Management M&A – Premier Miton, Tellworth Investments

Editorial Staff

18 June 2024

Premier Miton, Tellworth Investments
London-listed confirmed yesterday that Tellworth Investments has been moved onto its platform, completing an acquisition initially announced in January after it secured regulatory approval.

As a result of the transaction, Premier Miton is able to add long/short investment strategies to its offerings, including those with potential for institutional distribution, it said in a statement.

The TM Tellworth UK Select and TM Tellworth UK Smaller Companies funds will keep their brands. The co-founders and managers of the funds are Paul Marriage and John Warren.

Mark Barnett, manager of the TM Tellworth UK Income and Growth Fund, will be leaving Premier Miton at the end of June. From 17 June, this fund will be run by Premier Miton’s Emma Mogford, who joined the firm in 2020, and assistant fund manager, Mahgul Ansari. They also manage the Premier Miton Monthly Income Fund and Premier Miton Optimum Income Fund.

Premier Miton is quoted on London's AIM.