Wilton Announces Bespoke Trustees Acquisition Agreement

Professional services firm Wilton, based in London’s Mayfair, has agreed terms to acquire Bespoke Trustees Limited and Bespoke Investments Limited, the latest in a growing number of notable acquisitions. Subject to regulatory approval, the deal expands Wilton’s pension book and investment offering into the European Union.

Wilton is an independent professional services, investments, pensions and insurance firm, employing nearly 200 staff. Renowned for its exceptional customer service and establishing long-lasting relationships with business partners and clients, it is on an innovation journey with ambitious growth plans.

Bespoke Trustees Limited was established in 2006 to provide self-administered pension products and services to the Irish intermediary market. It has evolved into a market leader in its field, building its business and reputation on its unrivalled service in the pensions industry. Bespoke currently employs 17 full-time members of staff, with €300 million of assets under administration.

Wilton’s founder and Group CEO, Tony Flanagan commented: ‘I am very excited about this new acquisition as Wilton continues to expand its pension and investment profile. We remain dedicated to ensuring that pension investments are administered cleanly and safely as we continue to provide one of the most competitive services in the market. We are committed to good customer outcomes and will particularly focus on fair pricing and customer choice for available investment offerings.’

In recent years, Wilton has acquired businesses including Hartley SAS, Greyfriars Asset Management, Guinness Mahon, Berkeley Burke, Guardian Pensions and The Lifetime SIPP. Wilton has also agreed to enter a process to acquire IOMA Group, an insurance company that can write life, general and captive insurance business, making it an experienced and successful acquirer and integrator of regulated financial services businesses.

Bespoke’s Managing Director, John McDonnell, added: ‘This is an exciting new chapter for Bespoke, which, as part of Wilton, now has the backing required to achieve all our goals in the next crucial phase of our development, providing unrivalled service levels as we grow. We truly believe that this acquisition will significantly improve and expand on our existing pension and investment offering for our current and future customers.’

Denis McHugh, CEO, Pensions confirmed: ‘Wilton plans to retain and strengthen Bespoke’s team with the addition of internationally experienced financial services, taxation, insurance and investment professionals. In addition, the acquisition will strengthen Wilton’s presence in Ireland and unlock additional cross border services maximising its growth for years to come.’

If you would like to find out more, please contact:

Denis McHugh, CEO – Pensions

T: +44 (0) 11 7316 9991

E: denism@wiltongroup.com


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