UK WEALTH MANAGEMENT MARKET UPDATE
UK Wealth Management M&A Report 2026/27: Executive Briefing
The Next Phase of Consolidation
A concise briefing for founders, CEOs, boards and investors on the forces reshaping UK Wealth Management - including M&A activity, ownership, Private Equity, valuation and the economics of scale.
Based on Dyer Baade’s proprietary market research and direct experience advising transactions across the sector.
40+
Wealth & Asset Management transactions
£20-£200m
Typical transaction value
90%+
Transaction success rate
~85%
Transactions involving PE
UK & EU
International execution
*Figures are based on relevant completed transactions.
WHAT YOU WILL TAKE AWAY
Three questions the briefing helps answer
01
Is activity translating into value?
Why higher transaction volumes have not produced a comparable rise in market-wide valuation multiples.
02
Which buyers are relevant now?
How sponsor ownership cycles, acquisition capacity and strategic fit shape the credible buyer universe.
03
Which ownership route fits?
How to compare continued independence, a platform investment and a strategic acquisition.
ABOUT THE RESEARCH
Research informed by transactions, not observed from the sidelines.
Dyer Baade & Company is a specialist independent M&A adviser to businesses and investors across Financial Services and Technology. Wealth & Asset Management is one of our deepest areas of expertise, with extensive experience advising founders, corporates and investors on sales, minority investments, acquisitions and strategic transactions.
Our research combines proprietary market analysis with direct transaction experience, providing a perspective on the sector that is both analytical and practical.
FOR READERS WHO NEED MORE DETAIL
The full 88 page research report
Detailed valuation analysis by business size, the buyer landscape, sponsor ownership research and guidance on transaction preparation (sell-side and buy-side).
Shared selectively, on request only, with industry CEOs, founders, board directors and investors with strategic interest in the sector.
