The deal, which sees Söderberg & Partners take a minority 30% stake in Murphy Wealth, will support the firm’s long-term growth and technological innovation while ensuring continuity for its clients.

The investment in Murphy Wealth is part of Söderberg’s broader strategy of backing ambitious, client-focused financial planning firms across the UK and Scandinavia.

The partnership will also allow Murphy Wealth to scale its trademarked “Human-First” financial planning approach to a wider audience.

Unlike traditional mergers or consolidations, Söderberg & Partners operates as a long-term minority investor, providing capital, expertise, and technology without interfering in the day-to-day running of its partner firms. The partnership will allow Murphy Wealth to embed cutting-edge technology, including AI and machine learning, to enhance client service, reduce risk, and improve efficiency.

Adrian Murphy, Murphy Wealth CEO, said: “This is the biggest step our firm has ever taken. My father started this business 50 years ago, and I’ve spent 20+ years building it – this investment is about securing its future as an independent company, expanding our reach, and ensuring we remain at the forefront of financial planning for decades to come.

“Technology is one of the biggest challenges in wealth management today, and Söderberg & Partners have been investing in AI and machine learning for years. Their expertise will free up our advisers to spend more time with clients, develop our team faster, and future-proof our business.

“The fact that Söderberg has chosen Murphy Wealth as their first investment in Scotland is a testament to the work we have done over the years. This is about continuity, stability, and security – ensuring that we can compete with anyone at any scale while staying true to what makes us different.

“They’re investing in people, not looking to run financial planning firms. They believe in our vision, our clients, and our brand – and they want to help us take it to the next level.”

Söderberg & Partners, which manages over £85 billion in assets, has invested in 100 firms across Scandinavia and 25 in the UK, with Murphy Wealth being the first Scottish firm to partner with them.

Murphy Wealth’s leadership and vision were key factors in Söderberg’s decision to invest. As part of the partnership, a Söderberg representative will join the board, but operational control remains with Mr Murphy and his team.

Gustaf Rentzhog, Chief Executive Officer at Söderberg & Partners, said: “We are thrilled to have made an investment in Murphy Wealth, recognising the great potential in the business.

“Murphy Wealth boasts strong, longstanding client relationships and outstanding service which leaves it well placed to grow in a competitive advice space. We are excited to see how we can support the firm in the future as partners.”

With the investment in place, Murphy Wealth’s immediate focus will be on embedding new technology over the next two years before exploring further expansion opportunities.

Mr Murphy added: “This is about the next 20 years for the business. We’ve navigated financial crises, pandemics, and everything in between, and this deal ensures that Murphy Wealth will be here for generations to come.”