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

Partners Wealth Management, 7IM, Navigate Capital Management
Partners Wealth Management (PWM), part of the UK-headquartered 7IM group, has acquired Navigate Capital Management (NCM), a financial planning and advisory firm based in Surrey. The deal sees NCM integrated under the PWM brand.

NCM advises on approximately £170 million (around $218 million) in client assets across a base of about 175 clients. The financial terms of the transaction were not disclosed.

Following the acquisition, the combined firm now oversees more than £6.2 billion in assets on behalf of approximately 5,700 clients. PWM, which was founded in 2004, continues to expand its footprint in the UK’s independent financial advice market.

7IM, which owns PWM, operates from offices in London and Edinburgh. As of 30 June 2025, the group employs around 600 people and manages more than £28.5 billion in assets.