Pensions expert Organon Trustees joins K3 Advisory Group
K3 Advisory Group has acquired Organon Trustees. The UK-based specialist in self-invested pensions enhances continued growth across the group’s wealth management division.
Michael Cauter, group CEO at K3 Advisory Group, said, “This is a highly complementary acquisition that strengthens our Wealth Management offering in a focused and meaningful way. Organon Trustees brings deep technical expertise in self-invested pensions, alongside a strong reputation for quality and client service. It broadens the range of solutions we can offer and creates further opportunity to support clients and their advisers with more joined-up advice.”
Organon Trustees provides tailored self-invested pension solutions, including SIPPs and SSASs, to high-net-worth clients through a network of professional advisers. The business is known for its highly personalised approach and strong focus on quality, risk management and long-term client relationships.
Joining K3 Advisory Group allows the firm to benefit from the broader capabilities and scale of the group. The business will continue to be led by its founders, Adrian McKinnell and Marc Gwynne, who bring extensive experience in the self-invested pensions sector. Both will play an active role in supporting the growth and integration of the business.
Having recently rebranded, the acquisition further underlines K3 Advisory Group’s changing offering, and adds specialist expertise in self-invested pensions work. In particular, it bolsters the firm’s wealth management division, which manages over £1 billion in assets, and supports the continued development of its offering for clients and their advisers.
Headquartered in Bolton, K3 Advisory Group employs over 1,200 people working across a portfolio of specialist advisory brands. Combined, the group’s brands have over 25 offices in the UK and Ireland. Well-known members of K3 Advisory Group include Quantuma (restructuring and dispute advisory), KBS Corporate Finance and Knight Corporate Finance (mergers & acquisitions), K3 Tax Advisory (tax), K3 Law (legal), and Pareto Financial Planning (wealth management).
