The business serves c600 clients across 62 countries, offering wealth management, portfolio management, and financial planning services. Current recurring income is just over €1m annually. The company operates through a network agency model, providing access to numerous products and jurisdictions worldwide. With a team of experienced financial planners and client relationship managers, the business has a strong foundation for continued growth and expansion in the global financial services market.
Reference: 73941 |
Region:
Overseas , Selling , Uncategorized |
Price: €3.2m |
Funds Under Management: c€70m |
Recurring Income: Just over €1m annually |
No of Active Households: c600 clients