Goodbody to Acquire Legacy Wealth

INVESTMENT MANAGEMENT DEALS BLOG

July 6, 2026

On June 26, 2026, Legacy Wealth Management Limited announced that it has agreed to be acquired by Goodbody Stockbrokers Unlimited Company.

Legacy Wealth Management Limited (“Legacy”) announced, on June 26, 2026, that it is to be acquired by Goodbody Stockbrokers Unlimited Company (“Goodbody”). The Legacy team will join Goodbody. Further terms of the deal were not disclosed.

Goodbody, based in Dublin, Ireland, is a stockbroking firm providing wealth management, asset management and investment banking services. Goodbody has approximately €15.5 billion in client assets under management.

Legacy, based in Belfast, Northern Ireland, UK, is an independent financial planning firm providing wealth management, financial planning, tax planning, estate planning, long term care planning, protection planning, retirement planning, and trustee advisory services. Legacy has approximately £700 million in assets under management. MarshBerry served as exclusive financial advisor to Legacy on the transaction.

To read the press release: please click here.

 

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