UKWM - Ownership and Business Overview

Financial ServicesCompany

UKWM Ownership

Who owns UKWM?

UKWM is owned by Ashcourt Rowan. It was acquired on December 16, 2013.

Was UKWM formerly PE-backed?

Yes. UKWM was formerly owned by 2 private investors.

UKWM Business Overview

Where is UKWM headquartered?

UKWM is headquartered in York, United Kingdom.

What sector is UKWM in?

UKWM is a financial services company.

When was UKWM founded?

UKWM was founded in 2002.

Financial Services M&A Summary in 2013

Out of 60 sectors in the Mergr database, financial services ranked 7 in number of deals in 2013. The largest financial services acquisition in 2013 was Digital Insight - which was acquired by NCR Voyix for $1.7B.

Join Mergr to view all 187 acquisitions of financial services companies in 2013, including 31 acquisitions by private equity firms, and 156 by strategics.

UKWM Ltd.

Beech House, Northminster Business Park,
York, YO26 6QR
United Kingdom,
01132 229 000
www.ukwm.net

UKWM, formerly Yorkshire Investment Group, is a company with £1.4bn of private client funds under advice in addition to the corporate pension funds on which it advises. It provides specialist investment and tax planning advice to high net worth individuals and employee benefits advice to organizations and trustees. The company is well positioned to capitalise on changes in the IFA market driven by UK demographic trends, pension reforms and regulatory changes. The IFA sector is fragmented and comprises approximately 11,000 independent firms in the UK.


Company Summary

SECTOR

Financial Services

Established

2002

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Related Lists for UKWM

Financial Services Companies , United Kingdom Companies

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