Fidelius has made a strategic investment in Vobis Ltd, a financial planning firm specializing in high-net-worth clients, to enhance growth and expand its reach into the London market.

Information on the Target

Fidelius, a rapidly growing Independent Financial Advisory (IFA) firm based in Bath, has made a strategic investment in Vobis Ltd, a financial planning company that specializes in serving high-net-worth clients. This investment will provide Fidelius with a non-controlling stake in Vobis Ltd, enabling them to assist in the company’s growth ambitions through a long-term partnership focused on enhancing productivity and technological efficiency.

Vobis Ltd manages over £140 million in assets and has a joint venture with a top 60 accountancy practice located in Central London, which facilitates client referrals and supports a diversified clientele. The collaboration between Fidelius and Vobis aims to solidify this partnership further, leveraging Vobis’s established presence in London, thus expanding Fidelius's footprint into this vital market.

Industry Overview in the United Kingdom

The UK financial advisory sector has witnessed significant transformations in recent years, particularly as digitalization and enhanced regulatory frameworks reshape the landscape. Wit