Sector Reports

Financial adviser chatting with a couple

Why M&A will remain key for growing the UK’s wealth sector

We believe the UK’s wealth sector is attractive for investors thanks to its long-term fundamentals. M&A looks set to remain a key strategy for driving growth and creating shareholder value.

Sub-sector expertise

We advise private equity, private and public companies in the financial services sector. Our international network team of experts with extensive sector knowledge focus on the sub-sectors with the most promising growth and consolidation opportunities.

  • Asset and Wealth Management
  • Banking and Challenger Banks
  • Broking and Platforms
  • Capital Markets
  • Financial Technology
  • Insurance and Insurance Distribution
  • Payments
  • Speciality Finance

Our latest transactions

Novia logo


Investec acted as sell-side financial adviser to Novia on its sale to AnaCap Financial Partners.

Premier Milton logo

Premier Milton

Investec acted as buy-side financial adviser on its bid for River and Mercantile Asset Management.

Fintel & Zest logos


Investec acted as sell side adviser to Fintel on its sale of Zest Technologies to FPE Capital.

Meet the financial services team

Sean Crookes

Sector Advisory, Financial Services

Sean Crookes

Sector Advisory, Financial Services

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Our suite of advisory services

IPO advisory

IPO advisory

We are proud to have advised on some of the most successful UK IPOs in recent years. Our leading IPO platform brings together our experience from an enviable track record of quality IPOs, deep sector knowledge, leading and highly respected research analysts, as well as a top-ranked sales team.

Debt advisory

Debt advisory

We’ll give you access to an extensive network of funders and independent debt advice to help you face the most challenging of circumstances.

Strategic advisory

Strategic advisory

Our experts provide informed and impartial advice on equity investment case positioning, strategic equity advisory services, and technical and regulatory matters.

Equity capital markets advisory

Equity capital markets advisory

We specialise in raising capital for both private and public companies. In 2020, we raised £2.7bn in 30 separate transactions for small-, mid- and large-cap clients, distributing into the UK, US, and EU markets.

Corporate broking

Corporate broking

We provide ongoing strategic advice on every aspect of your business’s relationship with equity markets, to help you realise your ambitions.

We can act as a strategic sounding board, advise on regulatory obligations, provide real-time market intelligence and feedback on investor sentiment.