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

Suntera Global 

Suntera Global, a Jersey-headquartered provider of fund, corporate and private wealth services, has bought UK-based depositary services business Marick Capital Limited.

The deal follows Suntera's acquisition of London-based fund administration and corporate service provider Khepri in July 2025, which will shortly be integrated under the Suntera brand.

The acquisition also supports Suntera’s expansion into private markets and alternative funds, it said in a statement yesterday. 

Marick Capital, the wholly owned subsidiary of Marick Real Estate, serves UK real estate and venture capital clients. It holds Financial Conduct Authority permissions to act as an operator, sub-threshold alternative investment fund manager (AIFM), and depositary of unauthorised alternative investment funds (AIFs). This provides a regulatory platform for Suntera to expand its UK-regulated service offering. 

Combined with the existing Suntera UK team, the deal enables Suntera to offer a fully-integrated fund services proposition in the UK, spanning administration, corporate secretarial, appointed representative, AIFM & ManCo, depositary, and compliance consulting.

Suntera employs more than 500 specialists from offices in the Bahamas, the Cayman Islands, Hong Kong, India, the Isle of Man, Jersey, Guernsey, Luxembourg, Singapore, the UK and the USA.
 

BRI Wealth Management

BRI Wealth Management, which is based in Coventry in the Midlands, has wrapped up its purchase of financial advisory firm, West Midlands Wealth Management. This adds about £50 million ($66.81 million) in client assets across 80 households.

WMWM was founded in 2015 by Ian Gough, who has worked in financial services since 1987. 

BRI manages about £800 million in client funds – a record high. In October last year, BRI also completed the acquisition of Gloucestershire-based advisory firm FutureFocus Advisory Limited, adding a further £40 million in client assets. 

"This acquisition underlines our commitment to offering a client-first alternative to private equity-driven consolidation. I also want to thank Dan Bisby and James Farrell at Schofield Sweeney for their continued advice and expertise," Dan Boardman-Weston, chief executive at BRI Wealth Management, said. 

The acquisition follows a period of strong growth for BRI. The firm manages about £800 million in client funds, a record high. In October last year, BRI also completed the acquisition of Gloucestershire-based advisory firm FutureFocus Advisory, adding £40 million in client assets. BRI has also strengthened its leadership team with the appointment of Toni Meadows as head of investments. Meadows brings industry experience, having previously held senior roles at Omnis Investments, The Private Office and Towry.