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

Sprott Asset Management, a wholly-owned subsidiary of Sprott Inc has announced the launch of four ETFs focused on providing investors..
Tradeweb Markets Inc. has reported total trading volume for January 2023 of USD23.2 trillion (tn). Average daily volume (ADV) for..
Strive Asset Management has launched its eighth index fund: the Strive Emerging Markets Ex-China ETF (STXE). The firm writes that..
Some big forces moved further into ETF issuance this week, with Capital Group launching 12 new active/passive model portfolios, and..

Related Articles

We are very pleased to open the voting for service providers (selected by nominations) and ETP issuers, selected by our data partners, Trackinsight, for the European ETF Express Awards, in...
Osprey Funds’ founder and CEO, Greg King, has written an open letter to Barry Silbert, majority owner of Digital Currency Group which owns Grayscale, suggesting that he uses his powers...
Comparing multifactor ETFs to the popular Marvel Avengers series may seem a bit of a stretch but recent analysis from Morningstar suggests the investment strategies have more in common with...
Canadian asset manager Mackenzie Investments, with CAD186.6 billion under management, has published its annual Mackenzie Investments Year-End ETF Report. ...
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