Oberon Investments Group, a London-based boutique financial services firm, moves ahead with its national growth strategy.

Boutique wealth manager and corporate broking group Oberon is proposing to buy WH Ireland's wealth management arm bringing with it about £850 million ($1.147 billion) of client assets under administration. 

Under the terms of a £1 million cash deal, Oberon will acquire the business and key assets of WH Ireland’s wealth arm, pending shareholder approval by WH Ireland Group. The transaction is expected to complete in October 2025, the firm said in a statement. 

Oberon said the acquisition will strengthen its position "as a fast-growing UK full-service boutique," adding offices in Manchester and Poole to its current London headquarters and back office in Basildon, increasing regional footprint, client access, and operational scale. 

WH Ireland’s team of advisors, investment managers, and support staff will join Oberon, to ensure that clients benefit from the personal relationships and service they know – now backed by Oberon’s expanding platform, expertise, and infrastructure. 

“This is a transformational moment for Oberon,” Simon McGivern, CEO of Oberon, said. “We’re building a national wealth management platform that is personal, agile, and high-performing – and this acquisition ticks every box.” 

“Our new offices in Manchester and Poole will reinforce our UK presence and our commitment to providing best-in-class service across the country,” McGivern added.

Financial firepower
The acquisition follows a period of fundraising for Oberon, which has secured £4.58 million in new funding via convertible loan notes and an equity raise –giving the group the financial firepower to support integration and accelerate its growth strategy. 

For WH Ireland clients, the message is clear: the same advisor relationships will remain in place, with the enhanced backing of a UK boutique platform. A Transitional Services Agreement will ensure a smooth handover, with zero disruption to the day-to-day service. 

Merger and acquisition activity has been brisk in the UK in recent years, with a desire for economies of scale to handle rising cost burdens being a factor. This publication recently looked at such trends here,