• In December 2020, WH Ireland, a capital markets and wealth management firm, acquired Harpsden Wealth Management Limited (“Harpsden”), a chartered financial planning and discretionary fund management business based in Henley-on-Thames for up to £7.8 million, of which £5.3m was paid on completion
• Harpsden was in the New Model Adviser Top 100 firms in 2019
• WH Ireland’s AuM was £1.73bn as at September 2020 whilst, as at December 2020, Harpsden’s AuM was £274m, with a combined £2bn on completion
• Estimated annual synergies of £0.6m p.a. were identified, which included the transfer of Harpsden’s AuM to WH Ireland’s SEI platform
• Harpsden brings model portfolio expertise via Ian Brady, who used to work at institutional level at Schroders and Invesco Perpetual, and financial planning leadership under Jeremy Arthur
• Our role included identifying the buyer and advising on the structure and terms of the sale

“Asgard Partners introduced the opportunity to us in the middle of 2019 and navigated us through a complex negotiation with a majority owner and the management team in the midst of the disruption of the Covid-19 pandemic. This was an important first acquisition by the new team at WH Ireland and we were pleased with the advice and support we received from Asgard.”
Stephen Ford, Head of Wealth Management, WH Ireland

Please click here for the press release