Insights

The UK wealth management market is consolidating rapidly, leaving advisers at a career crossroads. Our Head of Wealth Management Tom Upson shares his take on what client advisers can expect under different ownership models; the pros and cons of staying put or moving on post-deal; and why having a conversation with someone who has seen this play out before could be a highly beneficial thing for an adviser to do in a moment of change.

The firm recognises exceptional talent and leadership with a trio of appointments that reflect its continued growth and ambition. The appointments span our Wealth Management and Private Markets divisions, and take immediate effect.

With its potential for high returns, traditional PE is a popular investment option for institutional investors. High-net-worth individuals also like to benefit from these growth opportunities but the level of investment needed, combined with the long time-horizon and the risk level, meant that until relatively recently they could not access them.

We are proud to announce that Managing Director and Head of the Wealth Management team, Tom Upson has been recognised by Spear’s Magazine in the 2025 index, and awarded a top rated ranking in their list of Wealth Management Recruitment Consultants.