KBS - Financial Services and Wealth Management - Market Insight

Mariner added a further £292bn in assets under management with the acquisition of Chicago-based Cardinal, bringing its overall total to approximately $550 billion as of Q1 2025 and integrating 40 more employees into its operations. CARDINAL INVESTMENT ADVISORS ACQUIRED BY MARINER

Brooks Macdonald, one of the UK’s leading wealth management firms, completed the acquisition of Altrincham-based LIFT to add around £1.6bn assets under management and around 1,350 clients. LIFT-FINANCIAL GROUP ACQUIRED BY BROOKS MACDONALD