Acquisition Opportunity Curtis Banks is in the process of acquisition by Nucleus, with regulatory clearance completed and a large combined AUA platform. This presents a chance to engage during integration planning, offering SIPP and SSAS administration, cross-sell services, and technology integrations to support a unified retirement platform.

AUM Growth With over £35.8bn assets under administration and plans to scale alongside Nucleus to about £80bn AUA, there is a clear expansion trajectory. Target opportunities include onboarding advisers and retirement planning firms to leverage Curtis Banks’ robust SIPP/SSAS capabilities and to capture incremental assets.

Advisor Platform Recent news cites the launch of a retirement-focused adviser platform in partnership with Nucleus. This signals readiness for partnerships with advice networks and platforms; use this to position complementary technology, compliance tooling, and client reporting enhancements to win adviser-centric contracts.

Tech and Service Curtis Banks emphasizes cutting-edge technology for 24/7 online valuations and robust dealing alongside a high-touch adviser service model. This combination is attractive to mid-tier advisory firms seeking scalable, secure admin solutions, presenting a cross-sell opportunity for digital onboarding, API integrations, and enhanced data services.

Sustainability & Partners The firm has engaged in eco-focused initiatives with Ecologi and maintains a climate-conscious branding. Aligning with this sustainability stance, there are opportunities to offer ESG-compliant investment options, reporting, and impact analytics to advisers and clients who prioritize responsible investing.