Focus on Platforms: A look at activity in the platforms market and working with our clients

In our latest Focus on Platforms video, Martin Cook and Mark Shepherd explore the dynamic world of investment and wealth management platforms. They discuss the resilience of the sector amidst wider macroeconomic challenges and the significant M&A activity it’s generating and explore the key players and the attractive opportunities for both private equity and strategic buyers. Notably, they discuss our work with Embark, one of the fastest-growing retirement and savings businesses in the UK, on its £390m acquisition by Lloyds.
They also share insights on the deal dynamics that can come with fast growth, FCA approval requirements, and the potential for increasing CMA scrutiny of ongoing consolidation in the market. Finally, they touch on the exciting developments in the wider market, from investment in scalable technology solutions to the emergence of new entrants and diversified product ranges.
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