Supporting Transitions in Wealth Management
Capital and Trust are one of the UK’s leading mediators in the sale of Wealth Management businesses. In 2024 alone, we completed 47 wealth management transactions, with deal sizes ranging from £300k to £90m. We have relationships with almost every wealth management buyer in the UK and help sellers understand the differences between acquirers’ propositions, so they can make informed decisions that match their ambitions.
When selling a business, the headline value is important but rarely the only factor. Many sellers are initially attracted to a figure that may be unachievable once buyer expectations, earn-out criteria, and payment conditions are fully understood. Other key considerations include liability terms for advice given prior to deal completion, which can vary significantly between buyers. We also provide access to a network of specialist compliance, legal, and tax advisors to guide you through every step of the process—and importantly, our cost is covered by the buyer.
“Planning is bringing the future into the present so that you can do something about it now.”
Our Brokers
Our brokers have relevant business backgrounds and range from former financial advisers to solicitors to chartered accountants and we are a regular provider of commentary for the industry media. We have been professional witnesses in valuation disputes and negotiated deal terms on numerous complex mergers.
Testimonials
See what our clients have to say
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Sam Motia and Capital and Trust’s service have been exceptional. They have listened to our needs, requirements and goals and delivered on the target acquisitions that we have asked for. They have assisted through the acquisition process and enabled the transactions to run smoothly from the outset. We’ve been a client for a number of years and the acquisitions that C&T have collaborated on have made a significant impact on our company.
Jamie Philip
Saltus Financial Planning Limited
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When I was looking at exploring my potential options, Capital and Trust provided me with the detailed knowledge, insight and expertise of the different propositions available to me. They guided me through from beginning to end, introducing me to the buyers that not only fitted my personal needs, but the needs of my staff and most importantly the needs of our clients. They gave me support throughout the deal process and were always available if I had any questions. For anyone looking to sell their business or even buy a business, I would strongly recommend getting touch with the guys at Capital and Trust.
Craig Gibson
AGL Wealth Management Ltd
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We have worked alongside Capital and Trust for several years because we have always valued their expertise and extensive connections in the sector. Our recent experience of working with them on a transaction has consolidated this view – they helped us find a buyer that was the perfect fit in terms of deal structure and company culture. Their approach was superb; the team was professional and knowledgeable, maintaining excellent lines of communication throughout. Expert negotiators, they helped us to achieve the best possible outcome. Based on our experience we wouldn’t hesitate to recommend Capital and Trust, and particularly Sam Motia, to anyone considering a business move.
John Hughes
Omnium Capital Limited
Ready to start?
If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.
