KBS - Financial Services and Wealth Management - Market Insight

KEY ACQUIRERS AND INVESTORS Major players in this sector include:

WHAT TYPES OF BUSINESSES ARE STRATEGIC ACQUIRERS PURSUING IN THE FINANCIAL SERVICES AND WEALTH MANAGEMENT SECTOR?

• Boutique and regional wealth managers

• Specialised RIAs (US ) /IFAs (UK) / Independent boutiques

• Technology-driven/WealthTech firms - E.g. JPMorganChase acquired digital wealth manager Nutmeg for £700m

• ESG-focused or Impact Investing specialists

PE is a driving force in M&A in this sector, with 88% of UK deals in the first two months of 2025 having been either through direct investment in firms or via their portfolio companies.