UK WEALTH MANAGEMENT MARKET UPDATE
The Dyer Baade 2026/27 Wealth Management Executive Briefing - The Next Phase of Consolidation
A concise 10-page briefing written for CEOs, Founders and Investors in Wealth Management businesses with £500m - £5bn Assets under Management.
M&A Activity levels
Valuation trends
Private Equity investment cycles and what they mean for seller and buyers.
FREE EXECUTIVE BRIEFING
PLACE HOLDER FOR THE HUBSPOT FORM
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.
RESEARCH LED BY DR DANIEL BAADE
Sector knowledge tested in transactions
Our Executive Briefing and the full research report are based on Dyer Baade’s proprietary research, decades of industry knowledge, and our experience from more than 40 successful transactions - including strategic sales, minority- and majority deals, private equity investments across the whole range of buy-side, sell-side, fundraising and strategic advisory work.
See our transaction credentials →
FOR READERS WHO NEED MORE DETAIL
The full 90 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.
90 pages, shared selectively, available on request only