The Company
This directly authorised independent wealth management firm has grown rapidly to a significant level of funds under management with further substantial onboarding underway. The business has clear ambitions to reach £1bn of funds under management within the next three years through a blend of adviser recruitment and targeted acquisitions. With a model that allows advisers to work internationally while retaining UK regulatory protection and a presence across several jurisdictions including Europe the firm has become an appealing home for advisers seeking lifestyle flexibility.
Option Sell and Stay
- Ideal for advisers who wish to continue advising within a supportive structure
- Bring your client book and retain autonomy with full open architecture
- Enjoy a typical 60/40 split in favour of the adviser with potential for enhanced terms for larger books
- Continue using your preferred investment philosophy within reason
- Access familiar platforms such as Transact Aviva and LGT
- Benefit from the ability to work internationally while remaining under UK regulation
Option Sell and Go
- Ideal for advisers planning to retire or exit
- Clients will be transitioned to an internal employed advice team ensuring continuity and long term care
- Provides a clean structured exit with minimal disruption to clients
Value
Typical multiple of ongoing fee income c3.5x to 4x with payment structures typically staged to provide security throughout the transition.
Benefits
• Competitive compensation and revenue splits
• Happy to consider share or asset purchases
• Open architecture that allows clients to remain on existing mandates
• Will honour existing charging structures where appropriate
• Strong operational and compliance support
• Opportunities for international working
Requirements
• Firms ideally between £100m and £500m funds under management
• Clean compliance history
• Will consider businesses with DB transfer permissions where appropriately managed
Location
The acquiring firm is particularly interested in opportunities located in Scotland, Manchester and London although discussions are welcomed with businesses meeting the wider criteria.
Call us now on 0208 0044 162 or click Apply
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