The Personal Investment Management & Financial Advice Association (PIMFA)

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In Person
21st January, 2026
08:00am - 10:30am
Free

The Annual M&A Breakfast: Looking Back at 2025 — Setting the Pace for 2026

The UK wealth and advice sector has just completed one of its most active years for consolidation — with valuations recalibrating, integration challenges testing leadership, and private equity continuing to reshape the landscape. 
Book Now
Farrer & Co - 20 - 23 Lincoln's Inn Fields
London, WC2A 3ED

As firms prepare for 2026, this invitation-only PIMFA M&A Breakfast — headline sponsored by SEI and supported by contributing sponsors Square 4 and Farrer & Co — brings together senior executives from both acquiring and selling firms to reflect on lessons from the past year and explore the emerging deal drivers, risks, and opportunities shaping the next wave of consolidation. 

Hosted at Farrer & Co, this high-level session combines concise expert briefings with a Chatham House Rule roundtable discussion, providing leaders with the opportunity to exchange real-world insights, benchmark strategies, and help shape the direction of M&A in wealth and advice for the year ahead. 

Key themes we’ll explore:

  • 2025 in review: What really drove deal flow, valuations, and integration outcomes.
  • 2026 outlook: Pipeline health, financing conditions, diligence hot-spots, culture/people risks, and the regulatory & legal horizon. 
  • Insight: What acquirers will pay for (and walk away from) in 2026. 
The Annual M&A Breakfast: Looking Back at 2025 — Setting the Pace for 2026
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The Annual M&A Breakfast: Looking Back at 2025 — Setting the Pace for 2026
21/01/2026
08:00 - 10:30

SEI Investments (Europe) Ltd

Outsourcing Provider/Third Party Administrator
Greater London
Headline Sponsor
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SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals,…

Farrer & Co

Law Firm
Greater London
Host Partner
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Farrer & Co is synonymous with the highest quality legal advice and service. We advise individuals, families, businesses, financial services, educational and not-for-profit organisations on every aspect of the…

Square4 Consulting

Consultants/Regulatory Advisors/Legal/Auditing
Greater London
Contributing Sponsor
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Square 4 was founded with the vision to support people and businesses grow and thrive. Our founding values promote innovation, effective communication, collaboration, and a relentless pursuit of exceptional outcomes.…

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Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.