Investment Management Business
Asking Price: £2,000,000
Established Investment Management Firm with Recurring Fee Income
A rare opportunity to acquire a well-established investment management business with a strong reputation, long-standing client relationships, and predictable recurring revenues. The firm provides discretionary and advisory investment management services to a diversified client base including private individuals, family offices, and corporate clients.
The business benefits from stable, fee-based income generated from assets under management, supported by high client retention and referral-led growth. Robust compliance, governance, and reporting frameworks are fully embedded within the operation.
Key Highlights
Established investment management business with proven track record
Recurring revenue derived from long-term client relationships
Diversified client base with low concentration risk
Strong compliance, governance, and risk management systems
Experienced investment and client relationship team in place
Scalable platform suitable for growth or integration
Operations
The firm operates with well-defined investment processes, client onboarding procedures, and regulatory controls. Day-to-day operations are managed by an experienced leadership team, allowing for continuity and minimal disruption during ownership transition.
Growth Opportunities
Clear opportunities exist to grow assets under management through targeted marketing, strategic partnerships, and expanded service offerings such as discretionary portfolios, ESG strategies, or succession planning services. Operational leverage provides potential for margin enhancement as scale increases.
Ideal Buyer
This opportunity would suit an established wealth or asset management group seeking strategic expansion, a financial services consolidator, or an investor attracted to a high-quality, recurring-revenue professional services business.
Asking Price: £2,000,000
Confidential sale. Further information available upon request.