Fundz

Fairstone acquires Aberdeen's Forbes Lawson Wealth Management

PRIVATEMar 14, 2025

Acquiring Company

Fairstone

Acquired Company

Forbes Lawson Wealth Management

TorontoAberdeenFinancial ServicesFinanceFintechLendingBankingFinancial Services

Description

Fairstone has completed the acquisition of Forbes Lawson Wealth Management, enhancing its footprint in Scotland. This deal increases Fairstone's assets under management to over £17bn. The acquisition aligns with Fairstone's strategy to expand its wealth management services in key locations. CEO Lee Hartley expressed excitement over the integration of Forbes Lawson into the Fairstone family.

Who to call at Fairstone, and when

When Fairstone changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day Fairstone raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Fairstone, from your own LinkedIn network
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Fairstone

Location

Toronto, Ontario, Canada

About

Fairstone is a company that provides financial and wealth management services.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Fairstone makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Russell
Likely contact at this company
••••••••@••••••••

See Russell's verified email →

Mark
Senior decision-maker at this company
••••••••@••••••••

See Mark's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Fairstone's next move

Learn about Strategic plan

Frequently asked

Who acquired Forbes Lawson Wealth Management?

Forbes Lawson Wealth Management was acquired by Fairstone, based in Toronto. The deal was reported on March 14, 2025. Fairstone is a company that provides financial and wealth management services. Fairstone is privately held and operates in Financial Services.

When did Fairstone acquire Forbes Lawson Wealth Management?

Fairstone's acquisition of Forbes Lawson Wealth Management was reported on March 14, 2025. Fairstone has completed the acquisition of Forbes Lawson Wealth Management, enhancing its footprint in Scotland. This deal increases Fairstone's assets under management to over £17bn. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Forbes Lawson Wealth Management do?

Forbes Lawson Wealth Management is a firm based in Aberdeen. It specializes in offering wealth and investment management services to clients. The company has a strong focus on client service and has partnered with Fairstone to enhance its offerings. It is privately held, operating in Financial Services, and is based in Aberdeen.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.