WEALTH & ASSET MANAGEMENT M&A

Wealth & Asset Management M&A

Specialist M&A advice for owners, management teams and investors in the Wealth & Asset Management sector.

We advise on business sales, Private Equity investment, strategic acquisitions and capital events - combining sector knowledge with senior led execution.

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OWNERS - MANAGEMENT TEAMS - INVESTORS
London based advice across the UK and Europe

THE DYER BAADE VIEW

A market moving from consolidation to selection

The UK market remains fragmented and strategically active. But capital is becoming more selective: quality of earnings, organic growth, client proposition and integration capability increasingly determine which firms command attention - and premium outcomes.

Analysis led by Dr Daniel Baade - Updated October 2026

WHERE VALUE IS CREATED

01 Quality and durability of earnings

02 Organic growth and adviser productivity

03 A differentiated client proposition

04 Scalable infrastructure and integration

SECTOR EXPERIENCE

Selected Wealth Management transactions

Relevant assignments for owners, management teams, consolidators and institutional investors.

Lockhart

MINORITY INVESTMENT

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Kestrel Capital

PRIVATE EQUITY

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Aberdeen Financial Planning (1825)

STRATEGIC SALE

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Clifton Asset Management

PRIVATE EQUITY

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Amicus Wealth

STRATEGIC SALE

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Timothy James & Partners

Minority Investment

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FEATURED RESEARCH

The Next Phase of UK Wealth Management Consolidation

Out latest deep research report covers over 88 pages the latest M&A trends in the UK Wealth Management industry combined with deep analysis and valuation data, based on our proprietary industry reach comprising 1,000+ M&A transactions.

Market activity · Buyer landscape · Valuation · Strategic options

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WHY OUR ADVICE IS DIFFERENT

The foundations of our market-leading advice capabilities

01‍ ‍

Deep sector expertise

We understand the economics, regulation, ownership structures and buyer landscape shaping UK Wealth & Asset Management.

02 ‍

Decades of experience

Our advice draws on decades of operating, board and transaction experience across Financial Services in the UK and abroad.

03‍ ‍

Proprietary research

Original market data and transaction research give our clients a clearer view of valuations, buyers and emerging trends.

04‍ ‍

Strategic Perspective

We look beyond the transaction process - considering timing, positioning, shareholder objectives and the full range of strategic options.

SECTOR LEAD

Dr Daniel Baade

Chief Executive Officer & Lead M&A Adviser

Daniel advises owners, management teams and investors on transactions across Wealth & Asset Management. He combines hands-on deal execution with proprietary research into consolidation, valuation and buyer behaviour.

Over the past 20 years, he has personally advised on 40+ transactions in the sector. His recent experience includes strategic sales, minority investments and Private Equity transactions involving established financial-planning and wealth-management businesses.

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