Awi Services
Acquires financial advisory and wealth management firms in the UK, keeping their operations and client relationships in place
Highlights
- New on EvolcAdded 2026-11-03
About Awi Services
AWI Services acquires financial advisory and wealth management businesses. It presents itself as an alternative to private equity buyers, focusing on operational continuity, the identity of the acquired firm and its client relationships. Acquisition models include full company purchases and asset purchases, with integration support and options for sellers to remain involved.
Its customers are owners of financial advisory and wealth management businesses who are considering a sale. The company describes a centralised back-office and technology infrastructure for the firms it acquires, and it aims to build a network of financial advisory businesses. Investment advisory services are also listed on its website, and the company states that regulated services within the group are provided by FCA-authorised group companies.
AWI Services Limited was founded in 2020. Its headquarters is in Richmond, and it also lists an office in London. Sachin Pattni is Chief Executive, and the team includes an acquisitions and integration manager and several non-executive directors.
Product: Acquisition of financial advisory and wealth management businesses through full company or asset purchases, with integration support.
Jobs at Awi Services
Leadership
- Sachin Pattni · Chief ExecutiveSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.