Castle is pleased to announce the strategic partnership between a well-established UK financial advisory firm and a leading European wealth management group. Castle was lead adviser to the UK firm.

The collaboration enhances the UK firm’s ability to deliver market-leading research, data-driven investment strategies, and technology-enabled financial planning solutions, while maintaining its personalised, client-first approach.

Castle’s client commented: “This partnership represents a new chapter for the firm. By combining our decades of local expertise with global resources, we are better equipped than ever to help our clients achieve financial security and peace of mind.

We hugely valued the efforts of the Castle Corporate Finance team, who guided us expertly through the twists and turns of a strategic partnership deal and provided unswerving support and commitment through all iterations of the process. Castle played a pivotal role in ensuring we concluded long-term talks with and achieved a fair outcome for both parties.”

Stuart Stepney, director at Castle, added: “For confidentially reasons at this time, we are unable to disclose full details of this transaction. We really enjoyed working with the firm’s founders on this international tie-up and helping them conclude long-term discussions to effect a hugely exciting strategic partnership which will combine local knowledge with global scale.

We wish all parties the very best for their future partnership and look forward to seeing the firm and group continue to go from strength to strength.”