Michelmores advises Succession Wealth on acquisition of London Wall Partners

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Michelmores has advised independent wealth management firm Succession Wealth on its significant acquisition of London Wall Partners, a London-based firm providing advice to City professionals, entrepreneurs, executives in industry and family estates.

London Wall Partners was founded in 2012 and has £900M of assets under advice. The firm’s partners and staff will continue to operate from its City of London offices.

The acquisition by Succession not only marks an important expansion of the firm’s capabilities in London and the South East, it also enhances Succession’s independent financial advice offering and gives the firm a market leading, distinctive proposition for Ultra High Net Worth families and individuals.

It is Succession’s fourth acquisition since the company was bought itself by Aviva in 2022.

The Michelmores team was led by Partner Henry Taylor, alongside Associate Hollie Halston, both from the Firm’s Corporate team. Partners Andrew Tobey, James Baker and Solicitor Tegan Osborne-Brown provided Employment advice and Partner Tom Torkar provided Commercial advice.

Henry Taylor comments:

“It has been a pleasure to work with the Succession team on this latest phase of Succession’s growth strategy. Our Corporate team have a strong track record of advising clients in the wealth sector on key transactions such as this and we are delighted that we could help guide Succession through this milestone transaction from start to finish.“

Michelmores’ award-winning Corporate team of specialist lawyers advises clients across the UK, US, EMEA and beyond – on capital markets, mergers and acquisitions, management buyouts, impact investing, energy projects, microfinance initiatives and more. For more information, visit our website.

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Authors

Henry Taylor

Hollie Halston

Related people

James Baker Partner

Tom Torkar Partner

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