The Latest In Wealth Management M&A – Hunters Law, Peachey & Co, Brooks Macdonald, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Brooks Macdonald

Brooks
Macdonald, a wealth management firm, has
aquired CST
Wealth Management, a chartered financial planning firm based
in Wales.

CST Wealth Management, which has assets under advice of
about £170 million ($221 million), has a base of approximately
500 clients. In addition to financial planning for
individuals, CST offers financial planning for businesses, the
firm said in a statement.

The acquisition adds to Brooks Macdonald’s growing offering in
Wales, with the CST team well known to the firm. CST represents a
strategic and cultural fit to Brooks Macdonald; it
is aligned with the group’s strategy to expand client reach
and accelerate growth in financial planning. It follows the
recent acquisitions of LIFT-Financial and Lucas Fettes Financial
Planning.

“CST Wealth Management is well known to our Cardiff team for
their excellent client service. We are delighted to welcome them
to Brooks Macdonald as we increase our offering in Wales and grow
our presence in financial planning, aligned with our strategy to
reignite growth,” Andrea Montague, chief executive of Brooks
Macdonald, said.

Hunters Law and Peachey & Co

Hunters Law and
Peachey &
Co have announced their merger to form a strengthened
multidisciplinary firm, to be known as Hunters. This is part of
Hunters’ growth plan – it has already added two partner
lateral hires to the firm this year.

The merged firm will offer an expanded commercial and
corporate offering in the areas of corporate finance and
commercial dispute resolution, including experts in competition,
employment, energy, financial services, shipping, TMT and
intellectual property, alongside the existing Hunters Law
offering.

“This merger expands the team’s existing corporate and commercial
expertise which, along with David Wilson’s outstanding
capability as the head of commercial, will allow us to broaden
the scope of our work and advise on even more complex cases,” CFO
Arif Kamal said. “The merger will build on the growth we have
seen this year, ensuring we continue to enhance and develop our
service lines to meet client needs. Our strategy is about
inspiring all who work at Hunters, delivering value for our
clients and setting a vision for the future of our business. The
merger will greatly strengthen Hunters’ position in its chosen
markets.” 

David Wilson, senior partner from Peachey & Co, is now the head
of Hunters’ commercial team. Hunters now comprises 27 partners,
expanding its services and maintaining a position in the market
as a multidisciplinary firm.

Since 1715, Hunters Law has been working with individuals,
businesses, trusts, charities and organisations of all kinds to
advise on legal matters. Established in 1796, Peachey & Co is a
boutique corporate law firm, committed to providing commercial
solutions.

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