After a blockbuster 2025, we’re kicking off the new year by strengthening our wealth management expertise with the acquisition of leading Wimbledon-based independent chartered financial planners, Gem & Co (Gem).
Since Gareth Rees, Founder & MD, launched Gem in 2001, the team has been adopting the same evidence-based investment philosophy as Cooper Parry Wealth (CPW). Delivering sound strategic planning to its client base of professionals and HNWIs has paved the way for Gem’s success. And, paired with the pace, value and agility the team put at the heart of every solution, it’s this likeminded approach that makes our future together so exciting.
The deal is our eighth since partnering with New York-based private equity firm Lee Equity Partners in April 2025. And it cements our place as the undisputed mid-market heavyweight, with three complementary, scalable, tech-enabled engines – professional services, wealth management and digital – geared towards total disruption.
WHAT DOES THIS DEAL MEAN FOR COOPER PARRY WEALTH AND OUR CLIENTS?
As part of the CPW team, Gem will accelerate our journey to create the UK’s best financial planning-led wealth management business.
The deal brings the CPW team’s headcount to almost 100 and adds yet more expertise to support our clients on their journey to realising their ideal lifestyle.
The CPW team now look after more than 1,050 families, with almost £2bn of funds under management. To learn more about CPW and how they can help you find financial peace of mind, head here.
Gareth Rees, Founder & MD, said:
“I’m incredibly proud of the team at Gem & Co and what we’ve built together. Joining Cooper Parry Wealth supercharges our mission to bring financial planning to more people and deliver independent, evidence based investment advice with even more pace and precision. Our clients will see the same trusted team – now backed by greater scale, technology and specialist expertise. It’s growth without compromise and we can do even more of what changes clients’ lives for the better. We’re excited for what this unlocks. The next chapter starts here.”
Dave Kendrick, Managing Director, Cooper Parry Wealth, added:
“What Gareth, Elliott and their team at Gem have created over the last 25 years aligns brilliantly with our vision. We’re re-defining the stereotypes of wealth management. This approach is both unique and disruptive, blending personalised advice, operational scale and recurring revenue.”
Elliott Swatton, Director, Gem & Co., stated:
“I’m genuinely excited about the opportunities this brings to everyone connected with Gem. Changing people’s lives and helping them live their ‘happily ever after’ has always been at the heart of what we do. Cooper Parry Wealth shares that same commitment – putting financial planning and great client outcomes at the core of their business.”
Ade Cheatham, CP’s CEO, wrapped up:
“I’m delighted to welcome Gareth, Elliott and the team on board. They built a high quality and super relevant business. As we create a single scalable powerhouse, Cooper Parry Wealth plays a key role in accelerating our trajectory. I can’t wait to see how this latest acquisition adds real value to our client-focused vision.”
