Wren Sterling buys two advice firms

Adds about £500m in assets

Jen Frost
clock • 2 min read

Wren Sterling has added about £500m in assets with two advice business buys.

Together, the deals add approaching 1,400 clients. The acquirer has bought Taunton-based Chartered financial planning firm Keyte and Glasgow-based boutique advisory firm Mackenzie Taylor Asset Management (Mackenzie Taylor). Keyte adds about £400m of assets and approximately 1,100 clients, according to Wren Sterling, which pointed to the Somerset business' "strong reputation for accessible, client focused advice delivered by a dynamic graduate team". Keyte was launched by founder Robin Keyte and Siobhan Keyte roughly 25 years ago. Robin Keyte is known for his work on the Financial C...

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

CACEIS agrees to voluntary £31.7m payment as firm censured by FCA over WealthTek

CACEIS agrees to voluntary £31.7m payment as firm censured by FCA over WealthTek

Formerly Vertus Asset Management

Patrick Brusnahan
clock 25 June 2026 • 2 min read
M&G shuffles board as Clare Thompson steps down

M&G shuffles board as Clare Thompson steps down

Will depart following HY results

Patrick Brusnahan
clock 24 June 2026 • 2 min read
Big interview: True Potential Wealth Management CEO Stuart Dodson

Big interview: True Potential Wealth Management CEO Stuart Dodson

Firm has made ‘very good progress’ with redress programme

Isabel Baxter
clock 23 June 2026 • 7 min read