International Bespoke Investment Agency Providing A Variety of Investing Solutions
Business Services; Financial
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.
- 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.