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

Suntera Global
Jersey-headquartered Suntera Global, a provider of fund, corporate and private wealth services, has completed the investment by its new majority equity investor San Francisco-based private equity firm Valeas Capital Partners. Suntera said it has now secured all necessary regulatory approvals.

The investment – initially announced in May 2025 – sees the exit of Suntera’s former equity investor UK-based Palatine Private Equity.

“The successful completion of the investment by Valeas with the blessing of the regulators in each of our jurisdictions is another positive step on Suntera’s journey,” group CEO David Hudson said. “Since we announced the investment in May last year, and with the support of our debt provider, Carlyle, we have completed on three significant acquisitions in the United Kingdom, Luxembourg and Singapore, and our positive momentum as a group continues as we invest strategically in key growth areas and execute on our exciting go-forward plans.”

“We are delighted to have completed our strategic investment in Suntera and excited to support David and the team in this next phase of the group’s journey,” Rob Little, co-founder and managing partner of Valeas Capital Partners, added. “The progress made over the last six months, including the three strategic acquisitions, fully endorses our belief in the team’s ability to execute on its ambitious growth strategy.”

Titan Wealth, Innes Reid Investments
London-headquartered Titan Wealth has announced that it intends to acquire Innes Reid Investments, a financial advice firm based in Chester, UK. The acquisition will add £590 million ($792 million) of assets under advice to Titan Wealth’s £38 billion of assets under advice and management. Innes Reid will become part of the Titan Wealth Group.

The financial terms of the transaction, which is subject to regulatory approval, were not disclosed.

Innes Reid provides bespoke financial planning advised solutions to a diverse client base, including high net worth individuals, business owners and retirees. Its core services encompass investment portfolio management, retirement and pension planning, inheritance tax and estate planning, and protection solutions.

Led by Mark Reidford, who founded the business, Innes Reid has grown to manage over £590 million of assets under advice serving over 2,500 clients since its inception in 1999. 

The move will expand Titan’s growing presence in North West England. “This acquisition boosts our regional footprint in the UK and strengthens our ability to deliver locally based relationships for all our clients,” Andrew Fearon, joint group CEO and head of M&A at Titan Wealth, said.