Marsh has agreed to buy Wilshire from CC Capital and Motive Partners, a deal that would extend its investment business into wealth advice and add analytics and portfolio capabilities.
Marsh’s announcement, posted on Wilshire’s website, did not disclose a purchase price or other financial details. The company said completion depends on regulatory approvals, client consents and other standard closing requirements.
As of June 30, 2026, Wilshire reported $1.6 trillion in assets under advisement and $221 billion in assets under management. Some assets under advisement come from relationships in which Wilshire provides investment advice without directly managing the client’s portfolio.
Marsh said the acquisition would broaden its reach in advisor-led wealth and strengthen its services for institutional investors. Wilshire would bring alternative investments and model portfolios, along with data and analytics, into Marsh’s investment operation.
Marsh plans to bring Wilshire employees in the United States, Europe and Asia into its business once the transaction is complete. The announcement does not give further details about how the teams will be integrated.
CC Capital and Motive Partners said they invested in Wilshire in 2021 and backed work on technology, data and product development. They also cited AI-enabled workflows and acquisitions of XTP, ParkLexington and Lyxor as part of their ownership period.
CC Capital founder and Senior Managing Director Chinh Chu said the investors supported Wilshire’s management with “investments in talent, technology and data.” The firms had announced an agreement to acquire Wilshire in October 2020; Wilshire said the purchase was completed Jan. 13, 2021.
Marsh President and CEO John Doyle called the acquisition “an important step” for the company’s investments business. Marsh expects the transaction to close in the first quarter of 2027.
