Ashcourt Rowan completes acquisition of UKWM

clock

Ashcourt Rowan has completed its acquisition of UK Wealth Management Limited (UKWM) from Duke Street General Partner in a £14m deal.

The group has received FCA approval for the takeover, first announced in December, which will see Ashcourt Rowan increase its nationwide footprint to 17 offices and its assets to over £5bn, of which £2.2bn is discretionary and managed. The enlarged financial services group will offer a range of services to individuals, families, business owners and employers including financial planning, discretionary fund management and employee benefits and corporate financial planning.    Group CEO Jonathan Polin (pictured) said: "This acquisition gives us scale across our areas of operations, partic...

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 Investment

Four reasons why direct engagement can still make a difference

Four reasons why direct engagement can still make a difference

'Quantitative data arguably tells only half the story'

Simon Wood
clock 05 March 2026 • 4 min read
Darius McDermott: Is income under pressure?

Darius McDermott: Is income under pressure?

‘The period of abundant income is ebbing'

Darius McDermott
clock 04 March 2026 • 5 min read
Investors told 'hold your nerve' as Iran strikes drive volatility

Investors told 'hold your nerve' as Iran strikes drive volatility

Ongoing conflict impact

Linus Uhlig
clock 02 March 2026 • 3 min read