Director
Wealth & Asset Management
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Patrick is an experienced corporate finance adviser specialising in the wealth and asset management sector. He has over 15 years’ experience advising corporates, privately held companies and private equity transacting in the segment.
Prior to joining Continuum in 2024, Patrick led the wealth and asset management team for Deloitte’s corporate finance advisory business, having previously been an Investment Banking Director in Canaccord Genuity Hawkpoint’s Financial Institutions Group.
To date he has advised on over 50 M&A projects and across the asset and wealth management value chain, including network, financial advice, private client wealth management, discretionary fund management, investment platform, pensions, traditional and alternative asset management and asset servicing businesses.
Patrick has a degree in History and Politics from York University and is a Chartered Accountant.
Selected transactions
Advisor to Titan Wealth on its acquisition of IWP
Advisor to Tenet Group on the sale of its of its mortgage network to LSL Plc
Advisor to Tenet Group on the sale of its of its wealth network to Openwork
Advisor to FNZ on the acquisition of New Access
Advisor to Praemium on the sale of its UK and international operations to Morningstar
Advisor to Wealth at Work on its investment from Aquiline Capital Partners
Advisor to BMS on its investment from British Columbia Investment Management Corporation (“BCI”) and Preservation Capital Partners (“PCP”)
Advisor to Rockspring on its sale to PATRIZIA AG
Includes certain transactions advised upon whilst at previous firms.
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Continuum Advisory Partners Limited ("Continuum") is incorporated and registered in England and Wales with registered no. 14189636. Continuum is an appointed representative (Firm Reference Number 979923) of Kroll Securities Ltd., which is authorised and regulated by the Financial Conduct Authority.