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Stephen  Jones

Stephen Jones

Asset and Wealth Management Deals lead, PwC United Kingdom

Stephen has over 15 years experience working with major financial services institutions with the past 12 years focused on providing both buyside and sellside due diligence.

Steve leads the PwC Deals practice for Asset and Wealth Management and has worked in London and New York advising private equity and corporate buyers on wide-ranging domestic and cross border deals. Steve specialises in financial due diligence, but also coordinates PwC’s combined due diligence offering on deals. Relevant recent experience includes:

  • Three ongoing UK wealth management deals
  • Tilney Bestinvest’s acquisition of Towry and Ingenious Asset Management
  • Diligence on Axa Wealth
  • Multiple diligence assignments for AJ Bell
  • Permira’s acquisition of Bestinvest and Tilney Asset Management in the UK
  • Buy side due diligence on Ashcourt Rowan
  • Due diligence on Santander Asset Management Buy side due diligence on Pioneer Asset Management
  • Due diligence on Russell
  • The merger of FF&P and Stonehage
  • Bridgepoint’s acquisition of Quilter Cheviot
  • Multiple asset management projects while based in the US including Munder Capital, American Beacon etc