Mon, 22 Sep 2025 | DIVISION SALE
Boutique wealth management and corporate banking group Oberon has agreed to acquire WH Ireland’s wealth management division in a deal worth £1 million. The acquisition adds established offices in Manchester and Poole to Oberon’s national footprint, as well as bringing in approximately £850 million in assets under administration.
Following the acquisition, which was agreed through Oberon Investments Limited, WH Ireland’s experienced team of investment managers, advisers and operational staff will join Oberon. As part of the agreement, the companies will enter into a Transitional Services Agreement, aimed at ensuring service continuity during the post-deal integration period.
The deal is expected to complete in October 2025, conditional upon approval by WH Ireland Group plc's shareholders at a general meeting.
The acquisition will give clients of WH Ireland’s wealth management division access to the broader resources and expertise offered by Oberon’s boutique platform, while enabling them to continue working with their existing advisers.
Simon McGivern, Chief Executive of Oberon, said that the agreement represented “a positive and natural development for Oberon”, adding that the firm had “built a strong and sustainable base as a full-service boutique, and welcoming WH Ireland's clients and client teams to our business and culture further strengthens that foundation.”
McGivern continued: "Clients can be reassured that they will continue working with the same trusted advisers, now supported by the broader resources and infrastructure of the Oberon Group. At the same time, our new colleagues from WH Ireland will be joining a business that is committed to growth while remaining personal, agile, and client-focused.”
McGivern added that the addition of new offices in Manchester and Poole to Oberon’s existing base in London meant that the firm would have “an even deeper pool of expertise to support clients across the UK.”
Find out more about UK wealth management M&A:
90 per cent of IFAs and financial planners predict more M&A
Private equity driving ongoing IFA consolidation
This Yorkshire-based accountancy practice, established for over two decades, offers a robust client and staff base that ensures strong client retention and reduced transition risk.
A well-established accountancy firm in Newcastle is for sale, boasting a diverse and loyal client base with a focus on small businesses and individuals.
This highly profitable corporate commercial law firm in Greater Manchester presents a prime opportunity for acquisition, bolstered by its strong financial performance and potential for growth.
|
09
|
|
Jun
|
Business and assets available as Gateshead manufacturer enters administration | ADMINISTRATION
An opportunity has arisen to acquire the business and assets...
|
09
|
|
Jun
|
North West electronic parts manufacturer acquired by Swedish group | BUSINESS SALE
Darlington EMS, a Stockport-based electronic parts and compo...
|
09
|
|
Jun
|
UK administrations update: June 2 - 8 | ADMINISTRATION
Since our last update, the following businesses have been co...
Business Sale Report is the complete resource for finding genuine acquisition opportunities.
Join today to receive:
All this and much more, including the latest M&A news and exclusive resources
Please choose your settings for this site below. For more information please read our Cookie Policy
These cookies are necessary for our website to function properly and provide you with access to all features.
These are analytics cookies that help us to improve the way our website works.
These are used to improve the functional performance of the website and make it easier for you to use.