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IFA marketing specialist refocuses on high net worth individuals

Investor Intelligence, an marketing network for IFAs, has been bought by a group of city investors.

The take-over will see the company change focus and aim its marketing at high net worth individuals with free assets in excess of £100,000.

The company says the move is part of a strategy to increase the number of services and clients.

The buy-out team which has acquired a 51 per cent stake is led by former Close Portfolio Management managing director Stuart Lewis who will act as chairman.

Lewis says: &#34Research among our IFA members has highlighted the need for a new type of portfolio management service which we will call &#39The Investor Intelligence Wealth Management Service&#39. We are in the final stages of creating this in conjunction with major city institutions.&#34

Founding director of Investment Intelligence Jim White will continue as managing director and Steve Loe will continue in his role as national sales manager.

White says: &#34The aim of Investor Intelligence is unchanged. We will give local IFAs the benefit of a professional national press advertising campaign generating enquiries whilst extolling the virtues of independent advice.&#34


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