Transactions

Advising Cardano on its sale to Mercer.

Advised Trinity Street Asset Management on the sale of a minority stake to iM Global Partner.

Advising Mattioli Woods on the recommended cash offer from Pollen Street Capital.

Advising Nucleus on its acquisition of Third Financial.

Advising Ancala on the sale of a significant minority stake to Vontobel.

Advising Charlesbank on its acquisition of Perspective Financial.

Advising Nationwide Building Society on the transfer of its financial advice business and establishment of an introducer agreement with Aegon UK.

Advised Samsung Life on the acquisition of a minority equity stake in Meridiam.

Advised Investec on the all-share combination of Investec Wealth & Investment UK and Rathbones.

Advised AlbaCore Capital on the sale of a majority stake to First Sentier Investors.

Advised Curtis Banks on the recommended cash offer from Nucleus.

Advised Nordic Capital on the acquisition of Ascot Lloyd.

Advised Epiris and Nucleus on the sale of a majority stake in Nucleus to HPS.

Advised River and Mercantile on its recommended all-share acquisition by AssetCo.

Advised Greencoat Capital on its sale to Schroders.

Advised J.C. Flowers on the sale of interactive investor to abrdn.

Advised Canaccord Genuity Wealth Management UK on the acquisition of Punter Southall Wealth.

Advised River and Mercantile on the sale of its Solutions business to Schroders.

Advised Cinven on its acquisition of a majority stake in True Potential.

Advised InfraRed Capital Partners on the sale of its real estate asset management business to ARA Asset Management.

Advised Embark Group on its sale to Lloyds Banking Group plc.

Advised TwentyFour Asset Management on the sale of the remaining 40% stake in the business to Vontobel.

Advised Saunderson House on its sale to Rathbones.

Advised Samsung Life Insurance on the acquisition of an initial 25% stake in Savills Investment Management, alongside the establishment of a strategic investment alliance.

Advised Standard Life Aberdeen on the sale of Parmenion to Preservation Capital.

Advised James Hay and Epiris on the recommended cash offer for Nucleus Financial Group plc.

Advised Gravis Capital Management on the sale of a 70% stake to ORIX.

Advised AJ Gallagher on the sale of its U.K. Wealth Management operations to Hurst Point Group.

Advised L&G on the sale of a c.£6bn book of retail investment products to Fidelity International.

Advised AXA on the sale of the U.K. investment business of Architas to Liontrust.

Advised Royal London on the sale of its platform business, Ascentric, to M&G plc.

Advised Hurley Partners on its sale to Mattioli Woods.

Advised Jupiter Fund Management on the acquisition of Merian Global Investors.

Advised Sun Life Financial on the acquisition of a majority stake in InfraRed Capital Partners.

Advised Natixis on the combination of the insurance related activities of Ostrum Asset Management and La Banque Postale Asset Management.

Advised Investec on the demerger of its Asset Management business (rebranding to Ninety One).

Advised Premier Asset Management on its recommended all-share merger with Miton.

Advised Palmer Capital on its sale to Fiera Capital.

Advised Wadhwani Asset Management on its sale to QMA, a PGIM company.

Advised ACPI Investments on its sale to Union Bancaire Privée.

Advised Hermes Investment Management on the sale of a 60% stake to Federated Investors.

Advised Hargreave Hale on its sale to Canaccord Genuity Group Inc.

Advised Standard Life on its recommended all-share merger with Aberdeen Asset Management.

Advised Unigestion on its acquisition of Zurich-based private equity specialist, Akina Partners.

Advised Tesco Pension Investments on the sale of its 35% stake in Greenergy Fuels to Brookfield.

Advised EFG Private Bank on the sale of its UK IFA business, EFG Independent Financial Advisers, to Bellpenny.

Advised Camellia on the sale of its wealth management business, Duncan Lawrie Asset Management, to Brewin Dolphin.

Advised Henderson on the sale of Volantis Capital to Lombard Odier Investment Management.

Advised AXA on the sale of its Isle of Man offshore bond business to Life Company Consolidation Group (LCCG).

Advised AXA on the sale of Elevate to Standard Life.

Advised Taube Hodson Stonex Partners on the sale of the business to GAM.

Advised Openwork on the renegotiation of Zurich’s equity and debt investments in Openwork.

Advised Legal & General on the sale of Suffolk Life to Curtis Banks.

Advised Chenavari on the sale of a minority stake to Dyal Capital Partners.

Advised National Grid UK Pension Scheme on the sale of Aerion Fund Management and entering into a long-term contract with LGIM.

Advised St. James’s Place on its acquisition of Rowan Dartington Holdings.

Advised TwentyFour Asset Management on the sale of a 60% stake to Vontobel.

Advised TA Associates and management on the sale of DNCA to Natixis.

Advised St. James’s Place on the acquisition of the Henley Group, a Hong Kong-based wealth manager.

Advised Henderson Global Investors on the acquisition of Geneva Capital Management.

Advised Northill Capital on the acquisition of a majority interest in Longview Partners.

Advised Standard Life on the acquisition of Ignis Asset Management from Phoenix Group.

Advised Permira and Bestinvest on the acquisition of Tilney from Deutsche Bank.

Advised Sanlam on the sale of its shareholding in Intrinsic Financial Services to Old Mutual Wealth.

Advised Permira on its acquisition of Bestinvest from 3i.

Advised Investec Specialist Bank on the sale of the Investec Trust Group to Salamanca Group.

Advised AXA on the sale of Bluefin Personal Consulting to Towry.

Advised Investec Asset Management on the acquisition by senior management of a 15% shareholding, based on a company valuation of £1.2bn.

Advised Standard Life on the acquisition of Newton’s Private Client business.

Advised Palmer Capital Partners on the recommended public offer for Invista Real Estate Investment Management.

Advised Dalton Strategic Partnership on the acquisition by partners of equity from the Dalton family.

Advised Principal Global Investors on the acquisition of a majority stake in Origin Asset Management.

Advised LV= on the outsourcing of asset management to Threadneedle Investments.

Advised Finisterre Capital on the sale of a majority stake to Principal Global Investors.

Advised BMO Financial Group on its acquisition of Lloyd George Management.

Advised Openwork on its capital restructuring with Zurich.

Advised Investec on the sale of Rensburg Fund Management to Franklin Templeton.

Advised Sun Life Financial on the sale of SLFC Unit Managers (UK) Limited.

Advised Rensburg Sheppards plc on the recommended offer from Investec plc.

Advised Insight’s senior management on BNY Mellon’s acquisition of the business from Lloyds Banking Group.

Advised Bank of China on its strategic partnership with LCF Rothschild.

Advised F&C on the combination of its property business with REIT to form F&C REIT.

Advised Bank of Montreal on its acquisition of Pyrford International.

Advised Legal & General on its partnership arrangement with Hermes in relation to £22 billion of indexed assets.

Advised Eureko on its asset management strategy and sell-down of its stake in F&C.

Advised Hellman & Friedman on the recapitalisation of Gartmore.

Advised Insight on the sale of its Channel Islands business to Syndicate Asset Management.

Advised Liverpool Victoria on the sale of its financial advice business, LVFAS, to Lighthouse Group.

Advised Schroders on its acquisition of NewFinance Capital.

Advised Cube Financial on its sale to Fimat.

Advised Cazenove Group on its demerger of Cazenove Capital Management.

Advised Henderson Group on its sale of Towry Law to JS&P and Palamon Capital Partners.