Partners Wealth Management (PWM), the financial advice firm owned by Seven Investment Management, has rebranded following a series of acquisitions.
PWM unveiled its new brand identity today which it says reinforces its ambition to establish itself as the leading wealth management firm in the UK.
The rebrand follows a series of acquisitions made by PWM over the past 12 months. The acquisitions include Eastcote Wealth Management, Navigate Capital Management and Johnston Carmichael Wealth.
Following the completion of the acquisitions, PWM now has a team of more than 250 people looking after over £6bn of assets for 6,000 clients.
PWM said the rebrand was needed to reflect its current and future ambitions.
Fiona Oliver, managing partner at PWM, said: “Our new identity brings to life the clarity, confidence and purpose we bring to every client relationship. It’s a bold step forward and a powerful statement of who we are today - but our commitment remains unchanged: personalised advice delivered with care, conviction and unwavering focus on our clients’ goals.”
Partners Wealth Management was founded in the City of London in 2004 and has been led by Chartered Financial Planner Fiona Oliver since 2024.
The firm was acquired by investment manager and platform provider 7IM in October 2020. It was the first advice firm acquired by 7IM and at the time held around £2bn in client assets.