Brown Shipley buys Manchester wealth manager

Added 12th October 2016

Brown Shipley has struck a deal to acquire The Roberts Partnership.

Brown Shipley buys Manchester wealth manager

Located in Manchester, The Roberts Partnership is a financial planner and wealth manager, consisting of seven advisers and has £450m under management. 

This latest acquisition, completed for an undisclosed sum, is part of Brown Shipley’s strategy to build up its client proposition.

Brown Shipley said The Roberts Partnership deal will ‘further enhance regional presence’ and its service to clients.

The acquisition will complete on 1 November 2016, with The Roberts Partnership becoming a subsidiary of Brown Shipley and ultimately being folded into its Manchester office. 

Brown Shipley CEO Ian Sackfield said: “I am pleased to announce today’s acquisition of The Roberts Partnership. Following on from our acquisition of Hampton Dean last year and KBL epb’s acquisition of Insinger de Beaufort, it further supports our growth plans, particularly in terms of enhancing our wealth planning proposition to meet the current and future needs of our clients. The two businesses have natural synergies, in particular a shared emphasis on leading with advice for clients, so I am confident the new team will make an important contribution to Brown Shipley and its future success.”

“Brown Shipley and The Roberts Partnership are an excellent fit,” added Tony Antczak, chairman at The Roberts Partnership. “Both firms have highly skilled people providing their clients with wealth planning and investment services.”


Kames Income Hub


Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

Lazard Emerging Markets
Lazard Emerging Markets

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Alex Sebastian

News editor

Alex joined Portfolio Adviser in April 2014 and has been a financial journalist since 2008. He has previously held editorial positions at the Financial Times Group and Euromoney Institutional Investor. Alex is NCTJ qualified and has a degree in economics from the University of Sussex.



Investment Strategy




PA Channel Island 2016
PA Channel Island 2016

8th November 2016
The Royal Yacht, Jersey


17th November 2016
The Andaz

PA Emerging Markets 2016
PA Emerging Markets 2016

1st December 2016
The Mayfair, London

Sponsored Content

Investment Strategy