Strategic acquisitions WBR Group’s aggressive growth including the 2024 acquisition of NM Perris & Co (Brunel Trustees) signals a readiness to expand SSAS capacities and AUM. This presents cross-sell opportunities for advanced SSAS administration, trustee services, and related tax and legal advisory offerings to newly onboarded clients.

Enterprise tech push A 2024 enterprise-wide programme to accelerate technology use indicates a focus on digital efficiency and client experience. This creates opportunities to offer integrated tech-enabled services, analytics, data security, and modernization consulting to streamline client back offices.

Leadership expansion New appointments across marketing, corporate law, and SSAS leadership show an active effort to strengthen market signaling and service depth. Leverage these hires to position bundled services, joint marketing campaigns, and cross-sell of law, actuarial, and SSAS solutions.

Growing client segments As the UK’s largest independent SSAS provider with a diverse client base from SMEs to high-net-worth individuals and multinational entities, there is a broad addressable market for enhanced advisory, compliance, and bespoke retirement/business planning services across different industries.

Public visibility Regular press coverage on hires and acquisitions increases brand credibility and inbound interest. This momentum can be leveraged with targeted outreach, case studies, and enterprise proposals to convert inquiries into long-term contracted advisory, admin, and trustee services.