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M&G Wealth
What Does M&G Wealth Do?
M&G Wealth provides a broad range of financial solutions to advisers and customers across the UK. It combines M&G plc's existing wealth capabilities, including investment platforms (PruFund Planet, M&G Wealth Platform), financial advice (M&G Wealth Advice), and discretionary fund management (M&G Wealth Investments), to help individuals manage and grow their wealth, plan for retirement, and achieve their financial goals. M&G Wealth is a key strategic growth area for its parent company, M&G plc, focusing on delivering market-leading solutions and customer service.
Where Is M&G Wealth's Headquarters?
HQ Function
Serves as the global headquarters for M&G plc, housing central corporate functions, investment management teams, and leadership for various divisions including M&G Wealth. Strategic decisions and group oversight emanate from this location.
Notable Features:
A distinctive, modern office building designed by Eric Parry Architects, featuring a notable landscaped roof garden offering panoramic city views and providing unique event space. The building emphasizes sustainability (e.g., BREEAM 'Excellent' rating) and provides flexible, high-specification office space.
Work Culture:
A professional, collaborative, and dynamic environment focused on financial services, innovation, and positive customer outcomes. M&G plc promotes a culture of integrity, responsibility, diversity, and inclusion, with an emphasis on employee development and wellbeing.
HQ Significance:
The HQ is central to M&G plc's global operations, brand identity, strategic decision-making, and its prominent presence in the UK financial market, directly supporting M&G Wealth's activities and ambitions.
Values Reflected in HQ: The modern, strategically located, and sustainably designed headquarters reflects M&G's values of long-term thinking, client focus, collaboration, innovation, and responsible business practices by providing an efficient, inspiring, and sustainable environment for its employees.
Location:
M&G Wealth primarily serves the UK market, offering tailored financial planning, investment, and retirement solutions to UK-based clients and advisers. However, it operates as an integral part of M&G plc, a company with a significant international presence and a long history in global investment management. M&G Wealth benefits immensely from the global investment capabilities, extensive research network, and robust operational infrastructure of M&G plc, which has offices and serves clients across Europe, Asia, North America, and Africa. This global backing allows M&G Wealth to provide UK clients with access to a diverse range of international investment opportunities and world-class expertise, while focusing its direct services on the UK wealth landscape.
Street Address:
10 Fenchurch Avenue
City:
London
State/Province:
England
Country:
United Kingdom
Where Else Does M&G Wealth Operate Around the World?
Stirling, Scotland, United Kingdom
Address: Craigforth, Stirling, FK9 4UE, UK
Provides key operational support and client servicing capabilities for M&G Wealth clients and financial advisers across the UK, particularly vital for pension and investment administration.
Reading, Berkshire, United Kingdom
Address: Examples include Themias House, Forbury Road, Reading, RG1 3ES (M&G plc has multiple presences)
Enhances M&G Wealth's operational footprint and support network for financial advisers and clients, particularly in the South East of England.
Leicester, Leicestershire, United Kingdom
Address: Examples include Carlton Park, Leicester, LE19 0AL (M&G plc operational site)
Strengthens M&G Wealth's nationwide operational capacity and service provision, with a focus on efficiency and support within the Midlands region.
Buying Intent Signals for M&G Wealth
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading M&G Wealth? Meet the Executive Team
As of April 2025, M&G Wealth' leadership includes:
Who's Investing in M&G Wealth?
M&G Wealth has been backed by several prominent investors over the years, including:
What Leadership Changes Has M&G Wealth Seen Recently?
M&G Wealth has experienced significant leadership appointments and transitions over the past year, highlighted by the recruitment of a new CEO and Chief Commercial Officer. There has also been a planned departure within its platform leadership. These changes underscore M&G plc's strategic commitment to enhancing its wealth management propositions and platform technology.
Departures
New Appointments:
What Technology (Tech Stack) Is Used byM&G Wealth?
Discover the tools M&G Wealth uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
M&G Wealth Email Formats and Examples
M&G Wealth, as part of M&G plc, generally utilizes standard corporate email address formats. The most common structure is typically a combination of the employee's first name and last name, or an initial followed by the last name, at the M&G plc domain.
firstname.lastname@mandg.com or finitiallastname@mandg.com
Format
jane.doe@mandg.com or jdoe@mandg.com
Example
85%
Success rate
What's the Latest News About M&G Wealth?
FTAdviser • March 20, 2024
M&G Wealth Appoints Richard Vergetis as Chief Commercial Officer
M&G Wealth has appointed Richard Vergetis as its new chief commercial officer. He joins from HUB Financial Solutions and will report to M&G Wealth CEO Caroline Connellan, focusing on distribution and commercial strategy for the wealth division....more
M&G plc • March 19, 2024
M&G Wealth Reports £1.6bn Net Client Inflows in 2023 Results, Assets Under Management Reach £87.8bn
In M&G plc's Full Year 2023 results, M&G Wealth announced positive net client inflows (excluding Heritage business) of £1.6 billion, up from £0.1bn in 2022. Assets under management and administration for M&G Wealth grew to £87.8 billion, reflecting growth and ongoing transformation efforts, including progress on its new platform technology....more
Citywire Wealth Manager • February 27, 2024
M&G Wealth Platform MD David Montgomery to Depart
David Montgomery, managing director of M&G Wealth’s platform business, is set to leave the firm later in 2024. His departure was announced as M&G Wealth continues its significant investment and transformation project for its platform technology to enhance adviser and client experience....more
Professional Adviser • September 5, 2023
Caroline Connellan to Replace Richard Denning as CEO of M&G Wealth
M&G plc announced the appointment of Caroline Connellan as the new Chief Executive Officer of M&G Wealth, succeeding Richard Denning who served as interim CEO. Connellan joined from Standard Life....more
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