21/07/2021. Wren Sterling is pleased to announce that it has secured a majority investment from investment funds affiliated with Lightyear Capital LLC (Lightyear) to complete a management buyout from Palatine Private Equity and shareholders, subject to FCA approval. Terms were not disclosed. Lightyear is a New York-based financial services private equity firm with a dedicated […]
Wren Sterling has completed a deal for Ilkley-based financial advisory practice, White Wells Investments LLP. White Wells has around £50m of client assets under advice, and under the terms of the deal, the firm’s principal, Michael Dunn, has joined Wren Sterling as an employed adviser. The acquisition is Wren Sterling’s first transaction of 2021 and […]
Wren Sterling has completed a deal with Corimar Holdings Ltd to purchase the assets of Frobisher Capital Ltd, an independent financial advisory business based in Woking. John Westlake an adviser with Frobisher, will retire following a short handover with Wren Sterling and fellow IFA, Murray Peterman, has joined Wren Sterling on a full-time basis. The […]
Wren Sterling’s team reveal some of the ways they’ve helped out in the Covid-crisis; from volunteering to keeping people’s spirits up.
Wren Sterling has announced the acquisition of T D Armstrong, a Dunfermline-based independent financial planning business.
Wren Sterling has signed up to the Pension Transfer Gold Standard, a new mark of quality in the pension transfer market awarded by the Personal Finance Society (PFS).
Wren Sterling’s Nottingham office has relocated to new premises on Derby road in Nottingham city centre.