UK WEALTH MANAGEMENT M&A REPORT 2026/27
The Next Phase of UK Wealth Management Consolidation
The full 88-page report
For readers who need more detail, our full UK Wealth Management M&A Report 2026/27 provides a deeper analysis of the forces reshaping the sector.
Drawing on Dyer Baade & Company’s proprietary analysis of more than 1,000 UK Wealth Management transactions, the report explores valuation, Private Equity, buyer behaviour, the economics of scale, transaction structures and the strategic choices facing owners and investors.
It is designed for founders, management teams, investors and acquirers who want a more detailed view of where the market is heading and what that means in practice.
The full report is available on request and will be distributed to a select audience. Please submit your details below to request a copy.
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.
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.