Kickstarting what promises to be an exceptional 2026, we’re delighted to share Gem & Co (Gem), the leading Wimbledon-based independent chartered financial planners, has joined CPW.
The Gem team, formed by Gareth Rees, Founder & MD, in 2001, shares our proven evidence-based investment philosophy. For the last 25 years, Gareth and his team have built a fantastic reputation, delivering sound strategic planning to professionals and HNWIs, and helping them to realise their ideal lifestyles.
The deal marks another significant step in our journey to create the UK’s best financial planning-led wealth management business. It takes the CPW team to almost 100 talented individuals across the UK and the number of client families we’re working with to over 1,050, as our funds under management approach £2bn.
It’s also Cooper Parry’s eighth deal since partnering with New York-based private equity firm Lee Equity Partners in April 2025.
Dave Kendrick, Managing Director, Cooper Parry Wealth, said:
“What Gareth, Elliott and their team at Gem have created over the last 25 years aligns brilliantly with our vision. We’re re-defining the stereotypes of wealth management. This approach is both unique and disruptive, blending personalised advice, operational scale and recurring revenue.”
Gareth Rees, Founder and MD, Gem & Co., added:
“I’m incredibly proud of the team at Gem & Co and what we’ve built together. Joining Cooper Parry Wealth supercharges our mission to bring financial planning to more people and deliver independent, evidencebased investment advice with even more pace and precision. Our clients will see the same trusted team – now backed by greater scale, technology and specialist expertise. It’s growth without compromise and we can do even more of what changes clients’ lives for the better. We’re excited for what this unlocks. The next chapter starts here.”
Elliott Swatton, Director, Gem & Co., stated:
“I’m genuinely excited about the opportunities this brings to everyone connected with Gem. Changing people’s lives and helping them live their ‘happily ever after’ has always been at the heart of what we do. Cooper Parry Wealth shares that same commitment – putting financial planning and great client outcomes at the core of their business.”
Ade Cheatham, CEO, Cooper Parry, concluded:
“I’m delighted to welcome Gareth, Elliott and the team on board. They built a high quality and super relevant business. As we create a single scalable powerhouse, Cooper Parry Wealth plays a key role in accelerating our trajectory. I can’t wait to see how this latest acquisition adds real value to our client-focused vision.”
