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Announced

9 Oct 2024

Completed

9 Oct 2024

Schroders-backed Cazenove Capital completed the acquisition of Whitley Asset Management.

Synopsis

Schroders-backed Cazenove Capital, a provider of wealth management services, completed the acquisition of Whitley Asset Management, a wealth management firm. Financial terms were not disclosed.

Principals

target

Whitley Asset Management

bidder

Cazenove Capital

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Market Context

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Seller Team (12)

tom lindsay

CEO at Spayne Lindsay & Co

Financial Advisor

target

Deals

£ 54 M

Total Value

michelle gomes

Partner at Stephenson Harwood

Lawyer

target

Deal

n/a

Total Value

fergus mclaverty

Trainee at Stephenson Harwood

Lawyer

target

Deal

n/a

Total Value

matt kinghorn

Associate at Stephenson Harwood

Lawyer

target

Deals

£ 121 M

Total Value

alexander goodman

Associate at Stephenson Harwood

Lawyer

target

Deals

£ 348 M

Total Value

ben mercer

Partner at Stephenson Harwood

Lawyer

target

Deals

£ 157 M

Total Value

nicholas stretch

Partner at Stephenson Harwood

Lawyer

target

Deals

£ 79 M

Total Value

john meehan

Partner at Stephenson Harwood

Lawyer

target

Deals

£ 348 M

Total Value

byul han

Managing Associate at Stephenson Harwood

Lawyer

target

Deals

£ 891 M

Total Value

natalie edwards

Managing Associate at Stephenson Harwood

Lawyer

target

Deal

n/a

Total Value

aaron pooni

Associate at Stephenson Harwood

Lawyer

target

Deal

n/a

Total Value

william robertson

Partner at Stephenson Harwood

Lawyer

target

Deals

£ 125 M

Total Value

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