Benchmark buys remaining minority stake in Oculus

Network was acquired by Benchmark in 2022

Isabel Baxter
clock • 1 min read

Benchmark Capital (Benchmark), the financial planning arm of Schroders, has agreed to acquire the remaining minority stake in Harrogate-based Oculus Wealth Management.

Oculus is a boutique advice network operating an IFA-appointed representative model with 46 advisory firms. It has partnered with Benchmark since 2015 with the aim to leverage its integrated platform, practice management and client portal technology solutions to grow its advice business. The Oculus management team and staff will remain with the business.  In December 2022, Benchmark acquired a majority stake in Oculus. Since then, it said the number of appointed representatives in its [Oculus'] network was up 80% since the initial investment and assets under advice "have grown stro...

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 Companies

December court date set for Tavistock/Titan litigation

December court date set for Tavistock/Titan litigation

Centred on Tavistock’s ten-year strategic partnership agreement with Titan

Jenna Brown
clock 02 October 2025 • 2 min read
Equilibrium Financial Planning gets PE-backing from Sovereign

Equilibrium Financial Planning gets PE-backing from Sovereign

Sovereign Capital Partners acquires majority stake

Jenna Brown
clock 02 October 2025 • 2 min read
Fairstone acquires Norfolk-based IFA adding £120m in client assets

Fairstone acquires Norfolk-based IFA adding £120m in client assets

Allen Tomas & Co currently advises more than 260 clients

Jenna Brown
clock 30 September 2025 • 1 min read