MHA Caves Wealth
Partnership’s comprehensive
private wealth offering
Caves & Sons, the wealth manager and independent fi nancial advisory (IFA) fi rm, have partnered with MHA MacIntyre Hudson to strengthening its suite of tax, advisory and wealth services for high- net-worth clients. Following the deal, which has been approved by the Financial
Conduct Authority (FCA), Cave & Sons will be renamed MHA Caves Wealth to refl ect its ties to MHA MacIntyre Hudson. T e deal will form the basis of a lasting partnership, with MHA Caves Wealth’s investment managers and fi nancial advisers collaborating with MHA MacIntyre Hudson’s private wealth client teams across the latter fi rm’s network of regional offi ces. MHA Caves Wealth will continue to serve all its existing clients while forming a core part of MHA MacIntyre Hudson’s comprehensive private wealth off ering. MHA MacIntyre Hudson and Cave & Sons are responding to
increasing client demand for an integrated and holistic private wealth service, which incorporates discretionary and advisory wealth management alongside tax planning and other accounting and advisory services. Led by Simon Harvey, Cave & Sons is one of the UK’s oldest wealth
management fi rms. Founded in 1906, it specialises in the provision of discretionary and advisory wealth management and of independent
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ALL THINGS BUSINESS Pictured above (l to r)
Andrew Cockerill Director/Investment Manager
MHA Caves Wealth -
Simon Harvey Chief Executive/ Investment Manager MHA Caves Wealth
financial advice. MHA MacIntyre Hudson is the largest member of MHA,
the network of
accountancy fi rms that together form the UK’s twelfth largest accountancy group. Rakesh Shaunak, Group Chairman of MHA
MacIntyre Hudson and MHA, said: “Increasingly, owner-managers and high-net-worth individuals want to see a comprehensive and fully integrated range of advisory and investment services from their providers. In addition, they want a highly personal, tailored wealth management service, responsive to specifi c individual needs with the highest levels of client service. Our partnership with Cave & Sons, now MHA Caves Wealth, further strengthens our ability to provide this service. “From now on we can complement all our
existing advisory services with the sophisticated, highly-professional, in-depth fi nancial advice and wealth management off ering that Cave & Sons is well known for.” Simon Harvey, CEO of Cave & Sons, said: “T is
deal enables MHA MacIntyre Hudson and MHA Caves Wealth to become an integrated wealth management solution for both new and existing clients’ wealth management needs. We aim to
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