MarshBerry Advises Willis Owen Limited on Its Sale to MFM Holding LTD

London, England, 10 December 2024 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is pleased to have advised Willis Owen Limited (Willis Owen) on its sale to MFM Holding Ltd (Moneyfarm). The transaction was announced on 4 December 2024 and is subject to regulatory clearance by the Financial Conduct Authority (FCA).

MarshBerry acted as the exclusive financial adviser to Willis Owen, a Borehamwood-based direct-to-consumer investment and cash solution services provider with £680m of assets under management. Through the intelligent use of data, Willis Owen drives client engagement and supports customers through their financial planning journey by creating a broad “cradle-to-grave” product range.

This transaction will allow Willis Owen to accelerate its digital ambitions, offering a slicker and more consistently aligned customer experience, while also providing Willis Owen’s customers with access to Moneyfarm’s broader range of investment solutions.  It also represents a unique opportunity for Moneyfarm to consolidate its position in the UK market, with the acquisition taking Moneyfarm’s total assets to over £5bn.

“MarshBerry is proud to have represented Willis Owen in their sale to Moneyfarm. This partnership highlights Willis Owen’s strong reputation and market position. We are confident that by joining Moneyfarm, Willis Owen will continue to provide outstanding services to their clients and augment the proposition with the resources and expertise the company offers,” said Fred Hansson, MarshBerry UK Managing Director.

Terms of the transaction were not disclosed.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in Merger & Acquisition (M&A) advisory services, corporate finance solutions, and strategic consulting for insurance brokerages and firms in the wealth management industry. Our mission is to help firms in insurance distribution amplify value and chart strategic courses towards a future rife with opportunities. With a legacy spanning over 40 years, MarshBerry expanded its footprint to Europe in 2019 and now boasts four locations specializing in Corporate Finance Advisory (M&A Advisory; Capital Raising), and Business Planning (Strategic Planning; Business Valuations; Perpetuation Planning). MarshBerry’s deep industry expertise, innovative solutions, and client-first philosophy support European financial service providers in optimizing their business strategies and achieving long-term success. For more information, visit www.MarshBerry.com/EU.

Willis Owen Limited

Willis Owen Limited is a provider of award-winning, direct-to-customer investment and cash solution services to retail customers across the UK. Established as a ‘best in class’ integrated digital platform which has been developed in-house with proprietary excellence, it is one of the few direct-to-consumer propositions in the UK with a Defaqto expert-rated platform and a Gold Trusted Award from Feefo for customer service.