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Asset Management Companies in Bournemouth: 178 Active Firms (2026)
Asset management companies in Bournemouth manage investment portfolios and advisory mandates for institutions, intermediaries and private clients across the metropolitan area.
Buying centres tend to sit with trustee boards, family-office principals, wealth advisers and finance directors rather than a single technology or procurement owner. The commercial motion is evidence-led: mandates are won on investment process, reporting cadence, suitability controls and the credibility of client-facing staff. Bournemouth-area firms appear weighted towards private-client and intermediary relationships, with some institutional advisory work where specialist research or outsourced portfolio oversight is needed. Engagements are recurring and relationship-managed, often starting with a defined mandate before widening into broader portfolio monitoring, risk review and reporting support.
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Bournemouth has 178 actively trading asset management firms, making it a relatively small but visible South Coast cluster for portfolio advisory and recurring-fee investment work. Reported employment totals 122 people, which points to an owner-managed and specialist-practice base rather than a concentration of large operating platforms. The local pattern fits the city’s role as a service economy serving private clients, intermediaries and regional institutions, with scale more likely to come through retained mandates than through high-volume transactional activity.
UK asset managers operate inside a permissions-led financial-services regime, with obligations shaped by the activity undertaken: discretionary management, regulated advice, arranging transactions, custody, client-money handling or investment research. For Bournemouth firms selling to private clients and intermediaries, suitability, disclosure, complaints handling and conduct-risk controls matter as much as portfolio performance. Where pooled strategies or institutional mandates are involved, governance, valuation policy and conflicts management become central to due diligence. The smaller local practice model can keep operating scope narrow, but it also leaves less room for compliance gaps when a mandate crosses into regulated advice or client-asset activity.
Further development appears likely to be incremental. Bournemouth’s cohort tends to look service-led, relationship-driven and relatively lean, so change is more likely to come through consolidation, succession planning and outsourced operating support than through a wave of new asset classes. Compliance pressure may favour firms with repeatable reporting, documented suitability work and clearer separation between advice, discretionary management and administration. Scale-up scarcity should also keep buyer due diligence focused on client retention, mandate quality and operational controls, rather than on headline growth claims.
178
Active firms
2026
3
Above £5M
Revenue band
24
Recent incorporations
Since 2022
Key facts
About 1% of the trading cohort reports turnover above £5M (3 of 178 firms) — the rest sits below that revenue band.
13% of the cohort was incorporated since 2022 (24 firms), so a sizeable share is in its first few filing cycles.
Bournemouth asset managers serve institutions, intermediaries and private clients through portfolio-management and advisory mandates.
Local propositions can include discretionary portfolio management, adviser support and investment-management capability for wealth and planning firms.
Fee-earning portfolio managers, advisory-led operators and investment vehicles can sit under the same industry label, so business models are not directly comparable.
Top Bournemouth Asset Management companies
Marlborough
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides investment management services including multi‑asset and single‑strategy funds and managed portfolios. Offers investment solutions and fund services for individual investors, financial…
Serves a mix of B2C and B2B customers: individual investors, financial advisers/intermediaries and institutional investors, with audience options for the UK, EU and rest of world.
Financial Health
DistressedDistressed · -6% CAGR over 5y
Location
PG PARTNERS LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsManages private markets investments and funds across private equity, infrastructure, real estate, private credit and royalties. Provides investment management and portfolio solutions, including…
Serves institutional investors, private wealth clients and wealth advisors seeking access to private markets investment options and fund structures.
Financial Health
StrongStrong
Location
Ssjr Heliting House Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides estate planning investment products and real estate lending services. Offers structured investment vehicles for advised or professional investors and finances property development projects,…
Serves financial advisers, professional or advised investors, and property developers, with investment and estate planning offerings aimed at individuals investing through advisers and developers…
Financial Health
DistressedDistressed · -10% CAGR over 4y
Location
BLUE LABEL WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
VERWOOD MOTORS LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 5y
Location
PERSPECTIVE INVESTMENTS LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides investment management services, managing multi‑asset and multi‑strategy portfolios for private investors and family wealth. Allocates capital across a range of asset classes and investment…
Serves private wealth clients, including founder-family capital, other families and individual investors seeking long-term multi-asset investment management and capital preservation outside…
Financial Health
WeakWeak
Location
EGERTON INVESTMENTS LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides investment management services focused on global publicly traded equities. Uses fundamental research and stock selection to run long-only and long/short strategies, managing portfolios and…
Serves eligible professional and institutional investors seeking global equity fund strategies, subject to jurisdictional access and sales restrictions.
Financial Health
WeakWeak · -5% CAGR over 4y
Location
ABTM3 Limited
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Stonehaven Capital Ltd
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Fidem Finance Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsActs as an asset manager and platform for consumer lending investments, enabling investors to acquire and fund credit card receivables and consumer loans, manage portfolios, originate new accounts,…
Serves B2B customers in consumer finance, especially investors buying or funding credit card receivables and consumer loans, plus partner banks and financial institutions looking to release capital…
Financial Health
DistressedDistressed
Location
HOLBORN ASSETS CORPORATE SERVICES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning, investment advice, and wealth management services to individuals and businesses. Offers portfolio investments, tax planning, insurance products, and employee benefits…
Serves private individuals and families worldwide, particularly internationally mobile clients managing wealth across borders, plus employers seeking employee benefits for their workforce.
Financial Health
StableStable · Hiring · 19% CAGR over 2y
Location
White Pearl Capital Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services, including retirement and estate planning, investment management, sustainable investment guidance, mortgage advice, and life insurance and…
Serves individual clients and families, including early-stage planners, pre-retirees, retirees, homeowners seeking mortgages, and investors interested in sustainable portfolios.
Financial Health
DistressedDistressed
Location
London Property Partners Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides real estate investment advisory services, sourcing and structuring property acquisitions for institutional investors, family offices and high‑net‑worth individuals. Also offers property and…
Serves institutional investors, family offices and ultra-high-net-worth individuals as buyers and sellers in real estate markets across the UK, major European markets and Oceania.
Financial Health
WeakWeak · -42% CAGR over 2y
Location
GLANYRAFON1924 LTD
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak · -78% CAGR over 3y
Location
Ian Richardson Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Sk And Jo Investments Limited
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Sunway Freehold Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable
Location
7 DIALS CAPITAL INVESTMENT LTD
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · Hiring · 100% CAGR over 1y
Location
BRIDGES FINANCIAL MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
Empnéo Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
DistressedDistressed · 0% CAGR over 3y
Location
Insurance And Financial Services Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
Woodchester Investments Ltd
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · 0% CAGR over 1y
Location
SSLA INVESTMENTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
Firs Road Investments Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Dear Laura Investment Company Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
STEPHEN GRUNDY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
THEBENNETS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -68% CAGR over 4y
Location
AHAP LIMITED
Trajectory
5y · 2020–NowFinancial Health
Insufficient historyInsufficient history
Location
Stonehaven Investments Ltd
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Church House Investments
Provides asset and wealth management services, including fund and portfolio management. Offers investment funds and tailored portfolio solutions for individuals, financial advisers, charities,…
Serves UK private investors and families, charities and trustees, plus B2B professional investors, financial advisers, wealth managers, solicitors and accountants seeking investment options for…
Location
Church House Investments
Provides investment and wealth management services, including portfolio management and investment funds. Works with individuals, families, charities, trustees and financial advisers, offering…
Serves UK private investors and families, professional investors, charities and trustees, plus financial advisers, wealth managers, solicitors and accountants seeking investment management support…
Location
GREENHAVEN GROUP LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides commodity-based investment products focused on agriculture and natural resources, including farmland, livestock and timber. Develops and manages commodity exchange-traded funds and acts as a…
Serves qualified private and institutional investors, including family offices, pension funds, corporations and high-net-worth individuals, with interest in commodity-based farmland, livestock,…
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
Broad Reach Investments LLP
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsManages alternative investment strategies focused on emerging markets. Uses macro, fundamental and systematic approaches to trade and invest in interest rates, credit, foreign exchange, equities and…
Serves professional and institutional investors seeking alternative investment exposure to emerging and developed markets.
Financial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
Sjm Advisors Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -16% CAGR over 4y
Location
JMS WEALTH MANAGEMENT LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals and businesses, including investment planning, retirement planning, inheritance tax planning, protection planning, mortgages,…
Serves private clients, retirees, business owners, company directors, senior executives, contractors, sports professionals, medical professionals and partnerships seeking wealth management advice.
Financial Health
HealthyHealthy · Hiring · 31% CAGR over 2y
Location
4 SHIRES ASSET MANAGEMENT LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides discretionary portfolio management, investment management and financial planning for individuals and families. Manages personal and corporate pensions including SIPPs, SSASs and group…
Serves private individuals and families seeking wealth, pension and financial planning advice, as well as businesses needing corporate pension management.
Financial Health
StableStable · -9% CAGR over 2y
Location
Analytical Data Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed
Location
Quality Growth Investments Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Quant Bee Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Haria Group Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed
Location
CHALKHILL MANAGEMENT CO. LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides real estate investment and asset management focused on affordable housing. Acquires residential properties, arranges debt and equity financing, manages refurbishment and energy upgrades, and…
Serves UK public sector buyers, especially local authorities needing affordable housing for residents, and institutional investors seeking exposure to affordable housing and real estate…
Financial Health
WeakWeak
Location
Side By Side Training Limited
Trajectory
1y · 2025–NowInvests in and supports technology‑enabled companies transitioning from scale‑up to commercial growth. Provides equity funding and hands‑on strategic advice from experienced operators, and manages a…
Targets UK tech-enabled scale-ups and entrepreneurs seeking investment capital and hands-on commercial guidance, particularly innovative businesses transitioning from early growth to commercial…
Financial Health
Insufficient historyInsufficient history
Location
BAILOH LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsDevelops and manages renewable energy projects, particularly solar investments, as part of a land and rural asset investment strategy. Activities include sourcing opportunities, structuring energy…
Serves B2B clients including institutional investors, capital partners and third-party rural estate owners with interests in UK land, mixed-use property, farming portfolios and renewable energy…
Financial Health
WeakWeak
Location
Furturo Holdings Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
WeakWeak
Location
HIRS ESSE QUAM VIDERI LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable
Location
PRIMROSE THREE LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak
Location
AORP INVESTMENTS LTD
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak
Location
Unbottle Ltd
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed · 0% CAGR over 1y
Location
FORT FINANCIAL PLANNING LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and wealth management advice to professionals, business owners and retirees. Services include investment management, pension planning, share incentive and LTIP…
Serves individual consumers, especially professionals, executives, entrepreneurs, business owners, families, and people approaching or in retirement seeking personal financial planning, wealth…
Financial Health
StableStable · -78% CAGR over 3y
Location
Luffingham Ltd
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
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How Bournemouth Asset Management companies work and how to sell to them
What they do
Revenue usually comes from recurring portfolio-management fees, advisory retainers and charges embedded in pooled investment vehicles. Pricing tends to be linked to assets under management, with minimum annual fees for smaller mandates and fixed-fee work for investment reviews, manager selection or governance support. Some specialist mandates may include performance-related fees, although private-client and intermediary work is usually more cautious about that structure. The product is a regulated investment service rather than a physical asset or software tool: portfolio construction, research, suitability work, monitoring, rebalancing, reporting and client communication sit at the centre of the engagement.
Who they sell to
Most Bournemouth asset managers sell through relationships rather than high-volume procurement. Buyers typically include private clients advised by intermediaries, family-office principals, trustees, charities, pension-related committees and finance directors overseeing reserves or endowment-style pools. The decision may sit with an investment committee, but compliance officers, external advisers and administrators can shape the shortlist. Smaller mandates often arrive through referral and direct sales, while institutional or charity work is more likely to involve a formal due-diligence pack, beauty parade or RFP. Sales cycles tend to be slow because performance evidence, conduct controls and personal trust all have to line up.
What they buy
Most asset management firms tend to spend on systems and services that reduce operational risk or improve client evidence. Common categories include portfolio accounting, client reporting, CRM, workflow management, document storage, cyber security, identity controls, portfolio analytics, market data, research tools and compliance monitoring. Back-office needs can also include fund administration, reconciliation support, audit, tax, legal advice, outsourced compliance, training and professional indemnity cover. Firms with lean teams may prefer managed services over new internal headcount, particularly where the work is repeatable but regulated. Marketing spend is usually selective, with emphasis on credibility, referral support and client communications rather than broad consumer acquisition.
Why and how to sell to them
Buying triggers tend to appear when a firm wins larger mandates, adds a pooled strategy, changes permissions, hires client-facing staff, prepares for succession or faces tougher due diligence from intermediaries and trustees. FCA scrutiny, suitability evidence, complaints handling and reporting consistency all create pressure for cleaner processes. Sellers are likely to get further by linking outreach to a specific operating risk: slow onboarding, manual reporting, weak audit trails, key-person dependency or rising compliance workload. Proof matters. Bournemouth buyers in this segment tend to respond better to case-led explanations, implementation scope and references from comparable regulated firms than to broad claims about growth.
How this list is built
Data sources
This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.
Classification
Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.
Freshness
The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.
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Frequently asked questions
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