Squire Patton Boggs has acted for Hurst Point Group, a leading UK wealth management business, on an agreement for the acquisition of independently owned wealth management and corporate solutions practice Helm Godfrey. The transaction exchanged on 13 April 2023 and completion of the transaction is subject to the approval of the FCA.
The team advising Hurst Point Group was led by Corporate partner Julian Thatcher.
Established in 2019 and headquartered in London, Hurst Point Group has a further 12 offices around the UK and a team that is more than 400 strong. Its shareholder base includes its management team, the shareholders of the businesses it has acquired, and its lead investor, Carlyle (NASDAQ: CG), one of the world’s leading global investment firms.
Headquartered in London, Helm Godfrey provides specialist financial planning and investment management services. The company’s investment management team will become part of Hawksmoor, Hurst Point’s Investment Management division, while the financial planning team will become part of Argentis, the Group’s Financial Planning division.