ARC Group has announced that its subsidiary ARC Research is to be acquired by S&P Dow Jones Indices (S&P DJI) for an undisclosed sum.

ARC Research is an independent provider of peer group indices and data in the private wealth market, while S&P DJI is a global index provider and division of S&P Global.

The transaction, which is subject to customary closing conditions and regulatory approvals, is expected to close in the third quarter of 2025.

The financial terms of the acquisition were not disclosed.

ARC said the acquisition would accelerate its ambition to take its wealth indices to a global audience and support the group in driving its advisory division forward.

EY-Parthenon provided ARC with advice on the transaction, while Farrer & Co provided the firm with legal advice.

ARC is known for its suite of performance benchmarks, which are used by wealth management firms to assess and compare portfolio performance.

It maintains a proprietary dataset of more than 500,000 private client portfolios, and is a partner to over 190 investment managers and wealth advisers to support their performance benchmarking, analytics, and transparency.

The acquisition will expand S&P DJI’s capabilities to offer benchmarks and data solutions tailored to the evolving requirements of wealth managers, private banks, and financial advisers.

During and after the integration into S&P DJI, ARC’s clients will be able to speak with the same team about the same analysis and insight.

Commenting on the announcement, ARC Group founder and chair, Graham Harrison, said: “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 Group CEO, Stephen McMahon, added: “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.”

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