For the third consecutive year, Wren Sterling has been accredited as an FSQS supplier for banks and major financial institutions. Paul Chafer, Chief Commercial Officer said: “This accreditation is a major enabler for us to compete for, and win, large scale corporate contracts evidencing the quality of our organisation. The assessment is rigorous and covers […]
Wren Sterling has strengthened its executive team with the appointment of Henry Blunt as Acquisitions Director. Henry joins Wren Sterling after eight years at Retiring IFA, where he was Managing Director for the past six years, helping IFAs to sell their businesses to acquiring companies, including Wren Sterling. Henry will report to Ian Halley, Wren […]
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 […]