Shackleton enters deal to acquire Hurst Point

Shackleton Advisers has reached an statement to bargain Hurst Point Group, successful the biggest takeover successful its history.

Financial presumption of the woody stay undisclosed.

The woody would bring unneurotic 2 businesses with a combined £17.5bn ($23.6bn) successful assets nether proposal and absorption successful the UK.

The acquisition covers Hurst Point’s fiscal readying limb arsenic good arsenic its concern absorption operations.

Together, the businesses would service much than 44,000 clients crossed the country, with 233 FCA authorised and regulated fiscal advisers and concern managers, 38 offices, and much than 850 employees.

The transaction is taxable to regulatory clearance.

Once completed, Andrew Fisher volition stay non-executive president and Paul Feeney volition proceed arsenic CEO of the enlarged group.

Andrew Westenberger, presently CEO of Hurst Point, is acceptable to go portion of Shackleton’s enforcement committee.

Carlyle, presently the bulk shareholder successful Hurst Point, volition clasp a number involvement successful Shackleton aft the deal, alongside funds managed by Lee Equity Partners, which became Shackleton’s bulk shareholder successful November 2025.

Shackleton CEO Paul Feeney said: “Since founding Shackleton, we person remained singularly focused connected our extremity of making just and affordable fiscal advice, rooted successful our distinctive British values, disposable to each crossed our nation.

“This acquisition powerfully supports this goal, and is an unquestionably earthy fit, fixed the wide alignment of cultures and values that exists betwixt Shackleton and Hurst Point. The transaction besides importantly expands our bureau web crossed the UK, enabling america to assistance adjacent much radical to execute fiscal freedom.

Hurst Point CEO Andrew Westenberger noted: “I person thoroughly enjoyed getting to cognize however Shackleton operates implicit the past six months and I americium precise assured that our unit and clients volition beryllium successful fantabulous hands arsenic portion of the enlarged Shackleton Group, and successful the meantime I look guardant to moving with Paul Feeney and Andrew Fisher to marque the operation a large success.”

Earlier, successful July 2025, Shackleton Advisers bought the Chetwood Group, adding to its beingness successful the Southwest arsenic portion of its UK maturation plan.

"Shackleton enters woody to get Hurst Point" was primitively created and published by Private Banker International, a GlobalData owned brand.

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