Cavanagh Group links up with SEI as it eyes acquisitions

clock

Cavanagh Group, the AIM-listed IFA, has selected SEI to support its expansion strategy and transform the firm's business model in the run-up to the RDR.

The IFA, which has £1.5m AUM, has chosen SEI's wealth management offering as it looks to consolidate its client proposition and establish a foundation for future growth. In particular, SEI's global wealth platform will support its expansion strategy by providing a scaleable, repeatable acquisition model for new businesses and a conversion plan for existing client assets. "In the current wealth management landscape, IFA solutions are generally limited and unable to support large businesses," says Joseph Ujobai, executive vice president, SEI's private banks segment. "The move by Cava...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read
'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read