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S&P Dow Jones Indices to acquire private wealth research firm

By Gary Robinson, 21 Jul 25

ARC Group’s advisory division, which advises on $25 billion in assets for international families and charities, bids for more global business

ARC Group's advisory division, which advises on $25 billion in assets for international families and charities, bids for more global business

ARC Group has announced that its subsidiary ARC Research an independent provider of peer group indices and data in the private wealth market, is to be acquired by S&P Dow Jones Indices (S&P DJI), the global index provider and a division of S&P Global (NYSE: SPGI).

The terms of the deal were not disclosed with the transaction expected to close in the third quarter of 2025, subject to customary closing conditions and regulatory approvals.

The acquisition will help accelerate ARC’s ambition to take its wealth indices to a global audience and support the ARC Group in driving forward its advisory division, which advises on $25bn in assets for international families and charities, the company said in a statement announcing the deal.

Graham Harrison, founder and chairman of ARC Group, says: “We have always dreamt of taking the ARC Wealth Indices and our vision of better performance transparency to private clients across the globe. We are thrilled to have found a partner in S&P Dow Jones Indices that shares our vision and brings instant global brand recognition.”

ARC Research’s performance benchmarks compare portfolio performance. It maintains the world’s largest proprietary dataset of more than 500,000 private client portfolios and is a trusted partner to more than 190 investment managers and wealth advisers globally – supporting performance benchmarking, analytics and transparency in the private wealth space.

This acquisition will expand S&P DJI’s capabilities to deliver benchmarks and data solutions to wealth managers, private banks, and financial advisers.

Stephen McMahon, CEO of ARC Group, says: “We look forward to collaborating with S&P DJI as it takes the ARC Wealth Indices to a global audience. For the ARC Group, our core advisory business has a compelling growth story all of its own. This will become our sole strategic focus.  We continue to believe that large and sophisticated private client investors have need of truly independent advice.“

The financial terms of this deal are not disclosed. ARC was advised by global strategy and transactions firm EY-Parthenon and London-based law firm Farrer & Co.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.