Wren Sterling news
Wren Sterling has completed its secondary management buyout
Wren Sterling has announced that its secondary management buyout has completed, following approval from the Financial Conduct Authority. In July 2021, Wren Sterling agreed terms on a majority investment from investment funds affiliated with Lightyear Capital LLC (Lightyear) to complete a management buyout from Palatine Private Equity and shareholders. Terms were not disclosed. Lightyear is […]
FSQS accreditation renewal for Wren Sterling
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 adviser wins Unbiased award
Graeme Crozier, an Independent Financial Adviser in Wren Sterling's Glasgow Office has scooped Unbiased's Excellence Award in its annual Trusted Professional Award. Graeme was nominated for the award by some of his clients who praised his "patience, attention to detail and empathy with clients' situations". Graeme said: “One client who nominated me for this award [...]
Wren Sterling achieves Cyber Essentials Plus Accreditation
Wren Sterling has been accredited with the Cyber Essentials Plus mark. Cyber Essentials is a Government-backed and industry-supported scheme that helps businesses protect themselves against the growing threat of cyber-attacks and provides a clear statement of the basic controls that organisations should have in place to protect themselves. Developed and operated by the National Cyber [...]
Wren Sterling appoints Henry Blunt as Acquisitions Director
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 […]
Wren Sterling announces significant investment from Lightyear Capital LLC in secondary management buyout
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 […]
What might change in the 2021 Budget?
Rishi Sunak is going to deliver what is probably the most significant budget since the Second World War on March 3rd. The government has spent colossal amounts on the Covid crisis in the last 12 months and as the vaccine programme is in full swing, attention is being turned to how the nation repays the [...]
Wren Sterling announces first acquisition of 2021 with deal for West Yorkshire advisory firm
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 hires Sales Director
Independent financial advice firm Wren Sterling hires Chris Faeber as new Sales Director.
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