{"id":12011,"date":"2026-03-17T15:13:26","date_gmt":"2026-03-17T15:13:26","guid":{"rendered":"https:\/\/www.marshberry.com\/eu\/?post_type=news&#038;p=12011"},"modified":"2026-03-20T15:14:53","modified_gmt":"2026-03-20T15:14:53","slug":"uk-wealth-ma-hits-record-20-billion-says-marshberry-report","status":"publish","type":"news","link":"https:\/\/www.marshberry.com\/eu\/news\/uk-wealth-ma-hits-record-20-billion-says-marshberry-report\/","title":{"rendered":"UK wealth M&amp;A hits record \u00a320 billion, says MarshBerry report"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>London, UK, March 17, 2026<\/strong> \u2014 Consolidation across the UK wealth management market accelerated in 2025, with total deal value reaching a record \u00a320 billion, according to new research from MarshBerry, a global leader in investment banking and strategic consulting for the financial services industry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MarshBerry\u2019s State of the UK Investment Sector identified 65 UK transactions valued at \u00a35 million or more. While volume moderated from the exceptionally elevated levels of 2023 and 2024, aggregate value more than doubled year-on-year as buyers focused on fewer, larger and more strategic transactions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;This annual report provides far more than a snapshot of market activity \u2014 it offers a critical lens into the structural forces reshaping UK insurance distribution,\u201d said John Wepler, MarshBerry Chief Executive Officer. \u201cIn a year defined by volatility, shifting buyer behavior, and intensified competition for quality assets, our analysis helps firms see clearly what truly drives value and where the market is heading next.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">94% of total deal value was concentrated in transactions above \u00a3100 million, underscoring the increasing importance of scale and institutional backing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cThe concentration of deal value in larger transactions shows that capital is prioritizing scale and integration,\u201d said Fred Hansson, MarshBerry Managing Director. \u201cWe are seeing fewer but more strategic deals, which reflects a market that is maturing and becoming more institutionally driven.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Year at a Glance<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>33 transactions involved domestic private equity investors.<\/li>\n\n\n\n<li>20 transactions involved overseas buyers, including six new entrants to the UK market.<\/li>\n\n\n\n<li>10 disposals involved private equity (PE) funds, highlighting increasing exit activity.<\/li>\n\n\n\n<li>Total PE-backed investment exceeded \u00a316.8 billion, up 113% year-on-year.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Momentum Extends into 2026<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Momentum continued into 2026 with two landmark transactions highlighting the strategic appeal of UK wealth and asset management. U.S. asset manager Nuveen \u2014 a $1.4 trillion AUM business owned by TIAA \u2014 has agreed to acquire UK-listed Schroders. The deal follows NatWest Group\u2019s acquisition of Evelyn Partners.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cThese deals go beyond headline size,\u201d said Hansson. \u201cThey show that capital is concentrating behind scaled platforms with strong brands, distribution control and recurring revenues \u2014 supporting valuations at the top end while increasing pressure on smaller independent firms.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Larger platforms are expected to diversify into adjacent capabilities and pursue vertical integration strategies to strengthen control of distribution. At the same time, mid-market PE funds approaching the end of their investment cycles are likely to increase exit activity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While overall deal volume may remain measured, average transaction sizes are expected to continue rising as capital concentrates behind established, scalable platforms.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>MarshBerry \u2013 Helping Clients Learn, Improve &amp; Realize Value<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage &amp; distribution, wealth advisory &amp; retirement planning and accounting &amp; tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include\u00a0Investment Banking\u00a0services such as\u00a0Merger &amp; Acquisition Advisory\u00a0and\u00a0Capital Raising, as well as\u00a0Financial Consulting\u00a0in\u00a0Strategic Planning,\u00a0Valuations, and\u00a0Perpetuation Planning. MarshBerry also provides specialized support in\u00a0Organic Growth Consulting,\u00a0Executive Peer Exchange, Agency Network and\u00a0Market Intelligence &amp; Performance Benchmarking. For more information, visit\u00a0<a href=\"http:\/\/www.MarshBerry.com\/eu\">www.MarshBerry.com\/eu<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>London, UK, March 17, 2026 \u2014 Consolidation across the UK wealth management market accelerated in 2025, with total deal value reaching a record \u00a320 billion, according to new research from MarshBerry, a global leader in investment banking and strategic consulting for the financial services industry. MarshBerry\u2019s State of the UK Investment Sector identified 65 UK [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-12011","news","type-news","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.9 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>UK wealth M&amp;A hits record \u00a320 billion, says MarshBerry report - MarshBerry Europe<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UK wealth M&amp;A hits record \u00a320 billion, says MarshBerry report\" \/>\n<meta property=\"og:description\" content=\"London, UK, March 17, 2026 \u2014 Consolidation across the UK wealth management market accelerated in 2025, with total deal value reaching a record \u00a320 billion, according to new research from MarshBerry, a global leader in investment banking and strategic consulting for the financial services industry. 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