Wren Sterling’s Latest Trio of Acquisitions Push AUM to £9bn
- Chapters Capital
- Mar 6
- 2 min read
6th March 2025
M&A activity in wealth management is gaining momentum as Wren Sterling begins 2025 with three acquisitions, adding £300m in AUM and strengthening its national presence. The acquisitions of JLS Associates near Perth, Investment Choices in Kent, and Broadway Financial Planning in the Cotswolds bring Wren Sterling’s total AUM to £9bn, reinforcing its strategy of acquiring profitable firms in key regional markets.
This latest round of deals follows Wren Sterling’s active M&A activity in 2024, during which it acquired In Focus Group, TW Financial, and Howe Maxted Group, expanding its IFA capabilities. The firm’s growth reflects a broader consolidation trend in wealth management, as companies seek to achieve size, operational efficiencies, and enhanced technology to meet client expectations in a changing market.
James Twining, CEO of Wren Sterling, emphasised the significance of M&A in enhancing the firm's service offerings: "Through these deals, we can improve our client offerings for both new and existing clients and bring in highly talented individuals for the benefit of all. Our dedicated integration team ensures minimal disruption for clients and staff, and we remain eager to partner with firms that share our client-first values and entrepreneurial culture.”
With secured financing and a clear growth strategy, Wren Sterling is expected to remain active in the UK wealth management M&A landscape. As firms continue to tackle succession planning, regulatory changes, and the need for scale, the demand for structured, well-capitalized acquirers is stronger than ever.
Understanding valuation trends, deal structures, and the role of private equity in the sector is increasingly important for business owners considering their next steps.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion, contact one of our professional associates today for a confidential, no-obligation consultation.