Latest issueTuesday, October 20, 2026
7 deals · Updated Tue, Oct 20, 2026 at 9:45 AM PDT·Full deal sheet
Platform·Financial/Wealth Management·August 13, 2026

WestBridge Purchases Beckett from Foresight

The transaction creates a financial planning platform for WestBridge, adding a substantial base of managed client assets and an expanded advisory offering.

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BuyerWestBridge
TargetBeckett
SponsorWestBridge
TypePlatform
IndustryFinancial
Sub-sectorWealth Management

WestBridge acquired a majority stake in Beckett, a financial planning firm that offers wealth management and advisory services to clients. Foresight sold the stake after Beckett expanded assets under management from £800 million to £2.1 billion since 2021.

The transaction creates a financial planning platform for WestBridge, adding a substantial base of managed client assets and an expanded advisory offering.