Bringing you live news and features since 2006 

Macfarlanes advises Epiris on sale of wealth management firm Saunderson House


Macfarlanes has advised private equity firm Epiris on the sale of wealth management company Saunderson House to Rathbone Brothers Plc for a total consideration of GBP150 million.

The sale, which remains subject to regulatory consent, is expected to close in the third quarter of 2021 and would represent the second major realisation from Epiris Fund II following the sale of TI Media to Future plc in April 2020, on which Macfarlanes also advised.
Macfarlanes advised Epiris on its acquisition of Saunderson House as part of its 2019 take private of IFG Group, the parent company of Saunderson House and self-invested pensions provider James Hay, as well as the subsequent separation of IFG Group into its two component parts and on James Hay’s recent recommended cash offer for Nucleus Financial Group.  
The Macfarlanes team for this matter was led by corporate and M&A partner Adam Campbell with assistance from senior solicitor Nicholas Page and solicitor Olivia MacLellan.  

Latest News

Despite collectively owning nearly USD1.3 trillion in ETF assets, institutions (e.g., insurance general accounts, state and local defined benefit plans,..
iShares has launched the € High Yield Corp Bond ESG Paris-Aligned Climate UCITS ETF, HYPE, and the dollar version HYDP...
HANetf has announced the launch of Sprott Copper Miners ESG-Screened UCITS ETF (ticker: CPPR), designed to offer investors pure-play and..
Scalable Capital, a digital investment platform in Europe, has announced the closing of a EUR60 million equity financing. This extension..

Related Articles

Laurent Kssis, CEC Capital
Laurent Kssis, CEC Capital, and veteran of the crypto fund market, has written a note on the current momentum in...
Axel Lomholt, STOXX
Celebrating the 25th birthday of its first index this year, index provider STOXX, 80 per cent owned by Deutsche Boerse,...
The digital asset fund flows report from CoinShares this week reports that digital asset inflows totalled USD176 million last week,...
Katie Stockton, Fairlead Strategies
Connecticut-based Fairlead Strategies was the first ETF of ETFs winner in the ETF Express US awards, representing a new development...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by