Oberon to acquire WH Ireland wealth unit for £1 million

Published 22/09/2025, 07:52
Oberon to acquire WH Ireland wealth unit for £1 million

LONDON - Oberon Investments Group plc announced Monday it has entered into a conditional agreement to acquire WH Ireland Limited’s wealth management division for £1 million in cash.

The acquisition will transfer approximately £850 million in client assets under administration to Oberon, according to a company press release statement. The deal will expand Oberon’s geographical presence by adding offices in Manchester and Poole to its existing London headquarters and Basildon back office.

The transaction remains subject to approval by WH Ireland Group plc shareholders at a general meeting, in accordance with AIM Rule 15 requirements, and the novation of a key supply contract. Completion is expected in October 2025 if all conditions are met.

As part of the agreement, the parties will enter into a Transitional Services Agreement to ensure service continuity during the integration period. WH Ireland’s investment managers, advisers, and operational teams will join Oberon.

"This agreement marks a positive and natural development for Oberon," said Simon McGivern, CEO of Oberon. "Clients can be reassured that they will continue working with the same trusted advisers, now supported by the broader resources and infrastructure of the Oberon Group."

Oberon also announced it has raised £3 million through convertible loan notes due in September 2028, bearing 12% annual interest and convertible into ordinary shares at £0.0425 per share. This funding, combined with a previously announced equity raise of approximately £1.58 million, provides the company with approximately £4.58 million before expenses.

The boutique wealth management and corporate broking group stated the combined funding will support the integration of WH Ireland’s wealth business and accelerate its wider growth strategy.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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