Founded in 2020, Adviser Services Holdings Limited (ASHL) is comprised of LYNC Wealth Management, a national advice firm which has bought firms with a combined £500 million of assets under advice, Rockhold Asset Management, offering a managed portfolio service, multi-manager funds, and bespoke discretionary management services, managing approximately £2 billion of client assets, and two networks of independent advisers (Sense and Lyncombe) which remain outside the transaction. 

7IM, a leading wealth manager, was acquired by the Ontario Teachers’ Pension Plan (OTPP) in 2023. Wealth management continues to be a highly active sector within UK financial services with substantial consolidation activity. LYNC, with its new backing, will continue acquiring firms, and Rockhold will continue to offer its services to clients within ASHL’s networks.

The management team of ASHL were advised by BDO's Financial Services M&A team based in London. The deal is subject to regulatory approval.