Lovell Minnick Partners Takes Majority Stake as London & Capital and Waverton Merge
February 29, 2024
London & Capital Group and Waverton Investment Management Group have agreed to merge to create a combined independent wealth management business with over £17 billion AUM. Lovell Minnick Partners, an existing majority shareholder in London & Capital, will take a majority stake in the merged business to provide growth capital and strategic support; Somers will remain a significant shareholder.
- Buyers
- Lovell Minnick Partners
- Targets
- London & Capital Group, Waverton Investment Management Group
- Industry
- Financial Services
- Location
- England, United Kingdom
- Transaction Type
- Recapitalization
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