Eversheds Sutherland advises Aviva on its acquisition of Succession Wealth


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Juristit ja osakkaat Hallinnon ammattilaiset Opiskelijat ja vastavalmistuneet Toimistot Suomi Kansainväliselle sivustolle Valitse paikallinen sivusto Aasia Alankomaat Angola Arabiemiirikunnat Belgia Bulgaria Espanja Etelä-Afrikka Globaali Irak Irlanti Iso-Britannia Italia Itävalta Jordania Latvia Liettua Luxemburg Mauritius Mosambik Portugali Puola Qatar Ranska Romania Ruotsi Saksa Saudi-Arabia Slovakia Suomi Sveitsi Tšekki Tunisia Unkari Viro Yhdysvallat Muu maailma fi Valikko English Eversheds Sutherland advises Aviva on its acquisition of Succession Wealth Etusivu Yritys Uutiset Etusivu Yritys Uutiset Eversheds Sutherland advises Aviva on its acquisition of Succession Wealth Eversheds Sutherland advises Aviva on its acquisition of Succession Wealth 02. maaliskuuta 2022 GlobaaliIso-Britannia GlobaaliIso-Britannia GlobaaliIso-Britannia Eversheds Sutherland has advised Aviva, the UK’s leading Insurance, Wealth & Retirement business, on its acquisition of Succession Wealth for a consideration of £385m. Succession Wealth is a leading national independent financial advice firm with approximately 200 planners advising on £9.5 billion of assets, delivering advice to more than 19,000 clients throughout the UK. The Eversheds Sutherland team was led by corporate Partner Hugo Laing who was supported by: Legal Director Ankit Chhabra and Senior Associate Alex Critchley, along with a large team across the global firm. Eversheds Sutherland also worked closely with the Aviva legal team, led by Kat Goulder and Maiko Adachi. The transaction, which is being funded by cash from Aviva’s strong capital position, is expected to deliver a double digit return on invested capital in the medium term (including all integration and restructuring costs). It will strengthen Aviva’s wealth offering and accelerate its ability to offer high-quality financial advice to a significant number of its six million pension and savings customers without an existing adviser. Hugo Laing, Eversheds Sutherland, said: “Great to work with Aviva on another notable deal. Well done to all of the parties involved in this transaction – a true team effort.” Succession Wealth will continue to operate as a separately regulated, independent, financial advice firm and will continue to use the Succession Wealth brand. The transaction is subject to FCA approval and is expected to complete in the second half of 2022. Eversheds Sutherland takes all reasonable care to ensure that the materials, information and documents, including but not limited to articles, newsletters, reports and blogs (""Materials"") on the Eversheds Sutherland website are accurate and complete. However, the Materials are provided for general information purposes only, not for the purpose of providing legal advice, and do not necessarily reflect the present law or regulations. The Materials should not be construed as legal advice on any matter. 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Eversheds Sutherland has advised Aviva, the UK’s leading Insurance, Wealth & Retirement business, on its acquisition of Succession Wealth for a consideration of £385m.

Succession Wealth is a leading national independent financial advice firm with approximately 200 planners advising on £9.5 billion of assets, delivering advice to more than 19,000 clients throughout the UK.

The Eversheds Sutherland team was led by corporate Partner Hugo Laing who was supported by: Legal Director Ankit Chhabra and Senior Associate Alex Critchley, along with a large team across the global firm.

Eversheds Sutherland also worked closely with the Aviva legal team, led by Kat Goulder and Maiko Adachi.

The transaction, which is being funded by cash from Aviva’s strong capital position, is expected to deliver a double digit return on invested capital in the medium term (including all integration and restructuring costs).

It will strengthen Aviva’s wealth offering and accelerate its ability to offer high-quality financial advice to a significant number of its six million pension and savings customers without an existing adviser.

Hugo Laing, Eversheds Sutherland, said:

“Great to work with Aviva on another notable deal. Well done to all of the parties involved in this transaction – a true team effort.”

Succession Wealth will continue to operate as a separately regulated, independent, financial advice firm and will continue to use the Succession Wealth brand.

The transaction is subject to FCA approval and is expected to complete in the second half of 2022.

Eversheds Sutherland takes all reasonable care to ensure that the materials, information and documents, including but not limited to articles, newsletters, reports and blogs (""Materials"") on the Eversheds Sutherland website are accurate and complete. However, the Materials are provided for general information purposes only, not for the purpose of providing legal advice, and do not necessarily reflect the present law or regulations. The Materials should not be construed as legal advice on any matter.

The Materials may not reflect the most current legal developments. The content and interpretation of the Materials and the law addressed in the Materials are subject to revision.

No representation or warranty, express or implied, is made as to the accuracy or completeness of the Materials and therefore the Materials should not be relied upon. Eversheds Sutherland disclaims all liability in respect of actions taken or not taken based on any or all of the contents of the Materials to the fullest extent permitted by law. The Materials are not intended to be comprehensive or to include advice on which you may rely. You should always consult a suitably qualified Lawyer/Attorney on any specific legal matter.

Any views expressed through the Materials are the views of the individual author and may not reflect the views of Eversheds Sutherland or any other individual Lawyer/Attorney.