Wealth Management Growth Consulting
If you own or manage a UK wealth management business with £50-200m in AUM and you want to either scale, sell, or both, we can help you. Our Seven Areas of Focus will not just grow the size of your firm, but also increase it’s value to a potential buyer.
With nearly two decades of experience in wealth management in both the UK and the US, we have a proven track record of success. Most recently having scaled a firm from £42m to £100m AUM before exiting successfully at c3x the starting value. Having done this before, we can help you do the same in your business.
We will only work with a small number of firms at any time and if you’d like to find out if we could scale your business, we’d love to chat with you on an introductory call at the button below.
Or, if you’d like to get an understanding of just how saleable your business is today, scroll down to take our free online assessment which will send you a personalised report on how your business stacks up in the key areas buyers will focus on.
How saleable is your business today?
Our online assessment will give you a better understanding of how your firm will be viewed by potential buyers, as well as providing you with actionable insights and suggestions for areas to focus on to increase the value to a buyer.
The assessment is completely free to use, and your personalised report will be emailed to you directly. To receive yours, click below:
How we work with you: Our Seven Areas of Focus
1. Investment Management
Efficient portfolio management can have a huge impact on both your profitability now, as well as your eventual sale multiple. Whether you’re picking direct stocks, funds or using passive strategies, we can build and implement tools to streamline your investment operations.
2. Firm Operations
Implementing the right systems, software and processes make a significant difference to a buyer. The easier your firm is to integrate into their own business, the higher the price they can pay you.
3. Growth
A pleasant side effect of streamlining both investment management and firm operations is that you’ll be able to manage more AUM with the same number of staff and advisors. We’ll help you take advantage of that additional capacity by growing your AUM.
4. M&A
An often overlooked area, there may be options to grow your practice by acquiring and integrating either similar or adjacent firms. We can guide you through this process, right the way from sourcing, screening, negotiating and integrating.
5. Compliance
Making sure your business compliance is fully in order is really a non-negotiable and buyers will check this thoroughly.
6. People & Team
Wealth management firms rely on the right team in place more than most businesses. We will ensure they are looked after, correctly incentivised, and that your overall HR is structured professionally and efficiently.
7. Sale Preparation
There’s a lot to be done in order to prepare your firm for sale, including corporate structuring, data room preparation, process documentation, potential buyer sourcing, outreach, negotiation, heads of terms, due diligence and deal closing.