![\"\"](\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/03\/Yandle_Louisa.png\")
<\/p>\nThree years after taking a 35% stake in Christchurch-based Cambridge Partners, Consilium is selling up. <\/p>\n
Monday, March 23rd 2026, 6:00AM<\/p>\n
<\/p>\n
It has entered into an agreement to sell its stake to the financial advice firm\u2019s Principals and Directors.<\/p>\n
Consilium became a shareholder in Cambridge Partners in 2023 to support its succession planning and future growth.<\/p>\n
Consilium\u2019s newly appointed chief executive Louisa Yandle said investment in the firm was \u201ctransitionary capital\u201d.<\/p>\n
\u201c(This) is representative of the support Consilium can provide to its clients.\u201d<\/p>\n
\u201cFrom the outset, this investment was about supporting a thoughtful succession plan and long-term continuity. A buyout from the Principals and Directors is a natural next step,\u201d she said.<\/p>\n
\u201cConsilium is dedicated to supporting independent advice firms, helping these businesses navigate succession planning is one way we can provide assistance that goes above and beyond,\u201d Yandle said.<\/p>\n
Cambridge Partners Chief Executive James Howard said the transaction supports the firm\u2019s long-term focus.<\/p>\n
\u201cThis is an important step in our evolution as an independent, client-first firm. Ownership within the business strengthens alignment and supports continuity for our clients and our team,\u201d Howard said.<\/p>\n
“We are extremely thankful for Consilium\u2019s support in our succession planning and also for FirstCape\u2019s continued support after acquiring Consilium last year” Howard said. “Consilium\u2019s investment helped us thoughtfully navigate this transition, and we share a strong alignment in values and a client-first approach to what we do.”<\/p>\n
Despite the ownership change, Cambridge Partners will maintain its strategic relationship with Consilium, being a key provider of services to Cambridge Partners.<\/p>\n
Co-founder Jacob Walt retired from the firm at the end of 2022.<\/p>\n
Tags: Consilium<\/a> <\/p>\n <\/a><\/p>\n Comments from our readers<\/p>\n No comments yet<\/p>\n
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