• Dalton Strategic Partnership
    Advising Dalton Strategic Partnership on the acquisition by partners of equity from the Dalton family

    Undisclosed
    Announced Jan 2012 United Kingdom

  • Europ Assistance
    Advising Europ Assistance on the sale of its UK insurance and assistance business to management

    Undisclosed
    Announced Jan 2012 United Kingdom

  • Groupama
    Advising Groupama on the sale of its UK healthcare insurance business to Simplyhealth

    Undisclosed
    Announced Nov 2011 United Kingdom

  • N&P
    Advised Norwich & Peterborough Building Society on its merger with the Yorkshire Building Society

    Undisclosed
    Announced Nov 2011 United Kingdom

  • LV Threadneedle
    Advised LV= on the outsourcing of asset management to Threadneedle Investments

    Undisclosed
    Announced Oct 2011 United Kingdom

  • Principal Global Investors
    Advised Principal Global Investors on the acquisition of a majority stake in Origin Asset Management

    £55 million
    Announced Oct 2011 United Kingdom

  • Finisterre Capital
    Advised Finisterre Capital on the sale of a majority stake to Principal Global Investors

    Undisclosed
    Announced Jun 2011 United Kingdom

  • BMO
    Advised BMO Financial Group on its acquisition of Lloyd George Management

    Undisclosed
    Announced May 2011 Hong Kong and UK

  • Openwork
    Advised Openwork LLP on its capital restructuring with Zurich

    Undisclosed
    Announced Mar 2011 United Kingdom

  • Rensburg Fund Management
    Advised Investec on the sale of Rensburg Fund Management to Franklin Templeton

    £45 million
    Announced Jan 2011 United Kingdom

  • Bupa Health Assurance
    Advised Bupa on the sale of Bupa Health Assurance Limited, its individual protection and group risk business, to Resolution

    £165 million
    Announced Oct 2010 United Kingdom

  • Standard Life Health
    Advised Standard Life on the sale of Standard Life Healthcare to Discovery / PruHealth

    £138 million
    Announced Jul 2010 United Kingdom

  • Dunfermline
    Investment banking adviser to the independent valuer

    Undisclosed
    Announced May 2010 United Kingdom

  • F&C REIT
    Advised Brightsea EOL (managed by F&C REIT) on the repurchase of a First Mortgage Debenture Stock

    £100 million
    Announced Apr 2010 United Kingdom

  • Rensburg Sheppards
    Advised Rensburg Sheppards plc on the recommended offer from Investec plc

    £412 million
    Announced Mar 2010 United Kingdom

  • Yorkshire Building Society
    Advised Yorkshire Building Society on its merger with the Chelsea Building Society

    Undisclosed
    Announced Dec 2009 United Kingdom

  • Barclays
    Advised Barclays on its acquisition of Standard Life Bank

    £226 million
    Announced Oct 2009 United Kingdom

  • Langholm Capital
    Advised Langholm Capital on the sale of its majority shareholding in Just Retirement

    £230 million
    Announced Sep 2009 United Kingdom

  • Sun Life Financial
    Advised Sun Life Financial on its acquisition of Lincoln National’s UK operations

    £195 million
    Announced Jun 2009 United Kingdom

  • Insight Investment
    Advised Insight’s senior management on BNY Mellon’s acquisition of the business from Lloyds Banking Group

    £235 million
    Announced Jun 2009 United Kingdom

Embedded Expertise

Our senior partners have many years experience of advising on transactions in the financial services sector.

We have experience of working with a wide range of financial services businesses. Our track record includes transactions in the following areas:-

  • Life Assurance: open book, closed book, specialist annuity and SIPP
  • General Insurance: personal and commercial lines, Lloyd's insurers, brokers and reinsurers
  • Banks and Building Societies: universal banks, bancassurers, investment banks, mortgage banks and building societies
  • Asset Management: long only, hedge fund, fund of funds and property asset managers
  • Wealth Management: wealth managers, private banks, family offices, IFAs and platforms
  • Speciality Financial Businesses: stock exchanges, trading houses, execution services and debt recovery services 

Fenchurch’s senior advisers have all run significant financial institutions and served on major industry bodies.