Creating the UK's largest wealth manager: helping Rathbones & Investec's mammoth merger

03/07/2023

We’re delighted to have helped with another transformational deal: the £839m merger between Britain’s two largest wealth managers, Rathbones and Investec W&I.

The combined entity will become the UK’s single largest discretionary wealth manager, with a combined £100bn of funds under management.

The all-share deal creates a UK wealth management powerhouse, with the merger making a compelling strategic and financial proposition in the face of rising costs and pressure on fees for wealth managers.

Black&Callow assisted with documentation fast-turnaround typesetting, print production and mailing for the extensive shareholder bases.

If you'd like to find out how we can help ensure the success of your most prestigious and important projects, get in touch with us at hello@blackandcallow.com

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