We’re thrilled to share news of a major milestone in our journey – Murphy Wealth has secured significant investment from Söderberg & Partners, one of Europe’s leading wealth management groups.Â
This is Söderberg’s first ever partnership in Scotland, and we’re proud that they’ve chosen to invest in our vision, our people, our Human First™ approach, and most importantly, our clients.
Söderberg & Partners has taken a minority 30% stake in Murphy Wealth, meaning we remain an independent firm, led by the same team and with the same commitment to putting our clients first.Â
This partnership is about taking everything we do to the next level. It will give us access to additional tools and resources to do even more – expanding our Human First™ approach to financial planning.
With Söderberg & Partners behind us, we will invest in new technology (including AI and machine learning) that will enable our Team to spend more time with clients, reduce risk, and improve your overall experience.Â
This partnership marks the beginning of an exciting new chapter – one that ensures Murphy Wealth will continue to thrive for generations to come.
As always, thank you for being part of the Murphy Wealth journey. If you have any questions, your Planner is always here to help.
Best wishes,Â
Adrian Murphy, CEOÂ
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