Dart Capital has acquired Waterson Jones from its owner and founder Martin Jones.
Dart Capital, based in the City of London, provides wealth management services to 275 clients and manages £270m on their behalf. Waterson Jones advises on invested assets of £150m on behalf of 100 clients.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Martin said "I have known Richard Whitehead and Matthew Wille for many years and John Orpen for considerably longer. Both firms have enjoyed a long association with PwC and advise many current and former partners and I am delighted with the new arrangement."
He added "Dart Capital is successful, well-resourced and ideally placed to support clients of Waterson Jones."
The combined firms will manage and advise on £420m of assets with 21 staff in 2 offices.
Richard Whitehead said "Dart has grown organically over the years, predominantly stemming from the referrals of our clients and those of other professionals. For the last couple of years we have looked at a number of strategic growth opportunities. We believe this arrangement is in the interests of the clients of both firms, as both organisations share a similar vision and business culture."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataHe added "This represents a key milestone in Dart’s success story. I am delighted that Martin is joining the Dart team and we are looking forward to meeting each of Waterson Jones’ clients."
