Transactions

Fenchurch has built a reputation as the long-term trusted adviser to blue-chip clients across the financial services industry, having advised on some of the highest profile and most complex transactions of the last 20 years.

£432 million

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

Undisclosed

Advising Nucleus on its acquisition of Third Financial.

Undisclosed

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

Undisclosed

Advising Charlesbank on its acquisition of Perspective Financial.

Undisclosed

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

Undisclosed

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

£839 million

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

Undisclosed

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

£242 million

Advised Curtis Banks on the recommended cash offer from Nucleus.

Undisclosed

Advised Nordic Capital on the acquisition of Ascot Lloyd.

Undisclosed

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

£99 million

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

Up to £637 million

Advised Greencoat Capital on its sale to Schroders.

£1.49 billion

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

c.£170 million

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

£230 million

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

Undisclosed

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

Undisclosed

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

£390 million

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

Undisclosed

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

Up to £157.5 million

Advised Saunderson House on its sale to Rathbones.

£64 million

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

Up to £102 million

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

£145 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

Up to £75 million

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

Undisclosed

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

£25.6 million

Advised Hurley Partners on its sale to Mattioli Woods.

£370 million

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

£375 million

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

Undisclosed

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

£1.9 billion

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

£271 million

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

£50 million

Advised Palmer Capital on its sale to Fiera Capital.

Undisclosed

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

Undisclosed

Advised ACPI Investments on its sale to Union Bancaire Privée.

£410 million

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

£80 million

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

£12 billion

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

£28 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

Advised AXA on the sale of Elevate to Standard Life.

Undisclosed

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

Undisclosed

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

£45 million

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

Undisclosed

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

Undisclosed

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

£34 million

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

Undisclosed

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

€771 million

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

Undisclosed

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

Up to $200 million

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

Undisclosed

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

£390 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

Advised Permira on its acquisition of Bestinvest from 3i.

Undisclosed

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

Undisclosed

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

£180 million

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

£84 million

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

£40 million

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

Undisclosed

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

£55 million

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

Undisclosed

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

$166 million

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

Undisclosed

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

Undisclosed

Advised Openwork on its capital restructuring with Zurich.

£45 million

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

Undisclosed

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

£412 million

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

£235 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

Advised Bank of Montreal on its acquisition of Pyrford International.

Undisclosed

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

£80 million

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

£520 million

Advised Hellman & Friedman on the recapitalisation of Gartmore.

Undisclosed

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

Undisclosed

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

$140 million

Advised Schroders on its acquisition of NewFinance Capital.

Up to £40 million

Advised Cube Financial on its sale to Fimat.

£77 million

Advised Cazenove Group on its demerger of Cazenove Capital Management.

£37 million

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

We use cookies on our website to deliver a better user experience. By clicking “Accept” you consent to the use of all cookies.