MarshBerry published a Viewpoint Update, analyzing structural shifts in the UK wealth management sector from 2025. The report noted that approximately half of all UK investment sector transactions in 2025 occurred among asset managers and integrated wealth managers. The report included that advisory-only firms have continued to experience declining deal volumes and aggregate transaction values. The report also noted, flowing from 2025 observations, that smaller firms are facing heightened valuation pressure as buyers discount factors such as execution risk and future scalability.
To read the report: please click here.