Partners Wealth Management (PWM) has announced the acquisition of Navigate Capital Management (NCM), which will now operate under the PWM brand. This strategic move marks another significant milestone in PWM’s ongoing growth strategy, reinforcing its position as one of the UK’s foremost independent wealth management firms.
Navigate Capital Management is a respected financial planning and independent advisory firm based in Surrey, managing approximately £170 million in assets on behalf of around 175 clients.
Founded in 2004, PWM, part of the 7IM group, is a leading independent wealth management firm with a strong focus on service excellence, driven by its strong commitment to deliver the best outcomes for our clients. Together, the merged firm now manages over £6.2 billion in assets for approximately 5,700 clients.
By combining NCM’s expertise and regional strength with PWM’s scale, resources, and forward-thinking approach, the newly rebranded firm is poised to deliver an industry-leading wealth management experience for individuals, families and businesses.
Fiona Oliver, Managing Partner, PWM, commented: “This is a proud moment for PWM, exemplifying everything we at PWM stand for – strong partnerships that lead to exceptional client outcomes. By uniting under the PWM brand, we are bringing together the depth of Navigate’s expertise with the scale and support of our national platform. Together, we are better equipped than ever to help clients achieve financial freedom.”
Philip Warren, Founder & Director of NCM added: “Today marks the next exciting chapter for our clients and team. By uniting with Partners Wealth Management, we’re combining the strengths of two exceptional teams to create a truly class-leading offering. Our clients and professional partners can expect even more value, delivered with the same dedication, expertise and experience they’ve come to expect from us.“
