International Bespoke Investment Agency Providing A Variety of Investing Solutions

Business Services; Financial
Client Code: BM002930
Turnover (Actual): £1,152,000
EBITDA (Actual): £185,000

Well-established bespoke investment agency, working closely with pension funds and family offices to make innovative investment decisions for clients. Providing a variety of investing solutions, the business offers a fully bespoke package, from advisory suggestions and/or due diligence reports, through to a fully managed portfolio, fund solutions and asset allocation.

Key Aspects
  • Proven theory based on identified megatrends, provide a thematic investment approach, trusted by a loyal client base.
  • Various revenue streams, including managed portfolios, research subscriptions, offshore funds management and advisory services, provides diversification and reduces reliance on any particular service.
  • Customer-centric ethos and tailored approach to all clients unrivalled by larger organisations.
  • Capable second-tier management structure in place, with limited reliance on the managing partners.
  • Excellent customer retention rate of 90%, affirming high quality service offering and customer satisfaction.
  • Annual subscriptions to the business's advanced research platform generate substantial recurring revenue every year.
  • Continue to expand into Europe, through the European subsidiary under establishment.
  • Continue international expansion, through the business’s established footprint in various international markets.
  • Finalise the launch of two proprietary funds, based on the company's proven research.
  • Implement an innovative and targeted marketing strategy to help further brand awareness, generate new business leads, and boost sales.
  • Drive sales of research platform subscriptions to expand the group’s existing stream of recurring revenue.
  • Represents an opportunity for a complementary acquirer to enhance and diversify its existing offering, with a view to capitalising on significant cross-selling prospects across a combined client base.
  • Represents an opportunity for an acquirer with additional resources and a fresh impetus to facilitate the business's development plans and promote its continued growth.