MKC Wealth, the boutique and independent wealth management firm, backed by Cabot Square Capital, is proud to announce it has acquired Anthony, Bryant & Company.
London based Anthony, Bryant was established by Tony Ahearne nearly 45 years ago and advises 126 households with £70 million of assets. With almost 50 years’ experience in the industry, Tony joins MKC Wealth in an ambassadorial role. He will be conducting face-to-face meetings to ensure the effective handover of client relationships. With over twenty-seven years’ experience with Anthony Bryant, Joanne Birch is joining MKC, providing the continuity of all back-office functions required to smooth the transition.
Commenting on the deal, Dominic Rose, CEO of MKC Wealth, said: “We are delighted that Tony has chosen MKC Wealth to advise his clients.. We have known Tony for a while and share the same values – namely putting clients at the heart of our businesses. We will continue to acquire selectively where opportunities exist and there is a close cultural fit.
“People like Tony have built-up an immense trust with clients. Taking over these relationships is a significant responsibility. We want the clients to be delighted with our service and for them, thank Tony for a carefully planned and well delivered succession plan”
Dominic Rose further added “We are ahead of our initial plans, now approaching £1bn of assets under advice and, excitingly, have delivered on our promise to all our staff to enable them all to become shareholders in the business we are building together”
Tony Ahearne added: “In a long career in the industry I have built relationships with clients who have become very good friends. I am proud that all new business has come from recommendations of existing clients and in many cases I am now advising the children and other relatives of these friends.
“It is my view and experience that the trust between client and adviser is paramount. As I begin the next chapter of my life, I am delighted to introduce my clients to the MKC Wealth team and I have absolute confidence that they will be very well looked after.”
Freddie Athill, Investment Director at Cabot Square Capital said: “This is exactly the type of deal we are backing MKC Wealth to make. We believe in total and long term commitment to clients, particularly ones that have been nurtured and looked after so well by Tony and his colleagues over so very many years.”
20 March 2022