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Asset Management Companies in Hull: 56 Active Firms (2026)

Asset management companies in Hull manage investment portfolios, funds and advisory mandates for institutional and private clients across the surrounding metropolitan area.

Buying decisions usually sit with investment committees, wealth-office principals, finance directors and regulated advisers rather than broad software or procurement teams. The Hull cohort appears skewed towards mandate administration, portfolio oversight and client reporting, with work sold to private-client intermediaries, owner-managed businesses, charities and smaller institutional investors across the surrounding metropolitan area. Engagements tend to be mandate-led rather than transactional: relationships are long-running, fee discussions are tied to assets, reporting cadence and governance workload, and commercial teams are often small enough for senior investment staff to remain close to origination and client service.

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Hull has 56 actively trading asset management companies in this list, so the local picture is more a specialist financial-services cluster than a broad fund-management centre. Reported employment is modest: 15 people are attached to firms that publish headcount. Scale is concentrated as well, with 2 companies reporting turnover above £5M and 8 incorporated since 2022, suggesting a market split between a small number of established operators and a younger tail of advisory or administration-led businesses.

Authorisation status tends to depend on the activity rather than the label: discretionary portfolio management, fund operation, investment advice and client-money handling carry different compliance burdens. For Hull-based managers, the practical market structure is shaped by outsourced administration, custody, compliance support and referrals from professional advisers, rather than by a dense local fund-services supply chain. Client reporting, suitability, conflicts management and record-keeping are therefore not back-office details; they are part of the commercial proposition, especially where private-client and intermediary relationships sit alongside institutional mandates.

Early-commercial weight in Hull points to gradual churn rather than a sudden shift in the local market. Smaller managers tend to rely on adviser referrals, personal networks and outsourced operations, which keeps fixed costs contained but can make succession planning and compliance investment harder. Scale-up scarcity also matters: firms that win larger mandates may find it easier to attach themselves to wider regional or national platforms than to build every capability locally. The more resilient operators appear to be those with repeatable reporting processes, clear client segmentation and a defensible route to distribution.

56

Active firms

2026

2

Above £5M

annual revenue

8

Since 2022

new incorporations

Key facts

About 3% of the trading cohort reports turnover above £5M (2 of 56 firms) — the rest sits below that revenue band.

14% of the cohort was incorporated since 2022 (8 firms), so a sizeable share is in its first few filing cycles.

Hull’s asset-management market centres on portfolio administration, discretionary mandates and private-client advice across the Humber area.

Institutional and private-client mandates tend to create different servicing, reporting and governance requirements.

Local suppliers may need to distinguish small advisory or investment-administration businesses from operating asset managers when segmenting buyers.

Top Hull Asset Management companies

Company
Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.
Turnover
Employees
Growth (yoy)Year-on-year change in UK headcount, from filed accounts.
Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.
Location

Oakley Investments Limited

Oakley Capital Investments
Asset ManagementPrivate EquityInvestment Banking
1 employeesInc. 2016HullCH 09936683
oakleycapitalinvestments.com

Trajectory

4y · 2019–Now

Financial sub-scores

Computed from 4 filings
Net assets0 / 100
Cash100 / 100
Headcount40 / 100
What does Oakley Investments Limited do?

Provides investors with exposure to private equity through investments in funds managed by Oakley Capital. Focuses on mid‑market companies in technology, consumer, education and business services,…

Who does Oakley Investments Limited sell to?

Serves public market investors and shareholders seeking listed access to private equity exposure, including those interested in European mid-market technology, consumer, education and business…

Key contacts (1)
LM
Lynsey Marie Hewitson
Director
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Company vitals
UK Headcount
1
UK Revenue
£21.3kEstimate
Founded
10 years ago
Since Jan 2016
HQ
Hull
Financial health
38

Financial Health

Weak

Weak · 0% CAGR over 3y

Financial distressTechnical insolvency

Location

Map of Hull
Unit F4 Base Business Space, Chamberlain Road
Hull, HU8 8HL
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ACTIVE INVESTMENT MANAGERS LIMITED

Morgan Williams & Co
Wealth ManagementInsuranceInvestment Banking
8 employeesInc. 1987HullCH 02140781
morgan-williams.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets62 / 100
Headcount40 / 100
What does ACTIVE INVESTMENT MANAGERS LIMITED do?

Provides independent financial planning and investment advice, including portfolio investments, pensions, tax planning and inheritance planning. Advises individuals, families, business owners,…

Who does ACTIVE INVESTMENT MANAGERS LIMITED sell to?

Serves individual and family investors, business owners and entrepreneurs, corporate clients and trustees seeking independent financial advice, with a focus on Hull, Willerby and Yorkshire.

Key contacts (3)
AE
Alice Elizabeth Baker
Director
DG
Daniel Graham Williams
Director
MS
Maldwyn Stanley Williams
Director
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Company vitals
UK Headcount
8
UK Revenue
£199.5kEstimate
Founded
38 years ago
Since Jun 1987
HQ
Hull
Financial health
54

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

Map of Hull
174 Kingston Road, Willerby
Hull, HU10 6LX
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SOUTHRISE INVESTMENTS LIMITED

Southrise Investments
Asset Management
0 employeesInc. 2023Hessle, East YorkshireCH 14712902

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
3 years ago
Since Mar 2023
HQ
Hessle, East Yorkshire
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

Map of Hessle, East Yorkshire
11 Waterside House Maritime Business Park, Livingstone Road
Hessle, East Yorkshire, HU13 0EG
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LEADING CAPITAL LIMITED

Leading Capital
Asset ManagementReal Estate & Property
1 employeesInc. 2022Beverley, East YorkshireCH 14082796

Trajectory

2y · 2023–Now

Financial sub-scores

Computed from 2 filings
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£0Estimate
Founded
4 years ago
Since May 2022
HQ
Beverley, East Yorkshire
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

Map of Beverley, East Yorkshire
72 Lairgate
Beverley, East Yorkshire, HU17 8EU
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HRR INVESTMENTS AND DEVELOPMENT LIMITED

HRR Investments and Development
ConstructionReal Estate & PropertyAsset Management
Inc. 2023North Ferriby, East Riding of YorkshireCH 15183214

Trajectory

1y · 2024–Now
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Company vitals
UK Headcount
0
UK Revenue
£488.5kEstimate
Founded
2 years ago
Since Oct 2023
HQ
North Ferriby, East Riding of Yorkshire
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of North Ferriby, East Riding of Yorkshire
26 Swanland Hill
North Ferriby, East Riding Of Yorkshire, HU14 3JJ
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MONEY EMPIRE LTD

Money Empire
Asset Management
1 employeesInc. 2020York, East Riding of YorkshireCH 12459711

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£0Estimate
Founded
6 years ago
Since Feb 2020
HQ
York, East Riding of Yorkshire
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of York, East Riding of Yorkshire
9 The Balk, Pocklington
York, East Riding Of Yorkshire, YO42 2QJ
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Herring Investment Co. Limited

Herring Investment
Asset Management
1 employeesInc. 2019GooleCH 11983839

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
Key contacts (1)
CL
Clare Louise Herring
Director
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Company vitals
UK Headcount
1
UK Revenue
£234.7kEstimate
Founded
7 years ago
Since May 2019
HQ
Goole
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Map of Goole
Carlisle Chambers, 8-14 Carlisle Street
Goole, DN14 5DX
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KCS HOLDINGS LTD

KCS
Private EquityAsset Management
0 employeesInc. 2021Beverley, East YorkshireCH 13341082

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Headcount0 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£38kEstimate
Founded
5 years ago
Since Apr 2021
HQ
Beverley, East Yorkshire
Financial health
0

Financial Health

Distressed

Distressed · -76% CAGR over 3y

Financial distress

Location

Map of Beverley, East Yorkshire
4-6 Swabys Yard, Walkergate
Beverley, East Yorkshire, HU17 9BZ
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D1ANE INVESTMENTS LIMITED

D1ane Investments
Asset Management
0 employeesInc. 2016Beverley, North HumbersideCH 10224899

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets35 / 100
Cash0 / 100
Headcount0 / 100
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Company vitals
UK Headcount
0
UK Revenue
£46.4kEstimate
Founded
9 years ago
Since Jun 2016
HQ
Beverley, North Humberside
Financial health
16

Financial Health

Distressed

Distressed · -68% CAGR over 4y

Financial distress

Location

Map of Beverley, North Humberside
28a North Bar Within
Beverley, North Humberside, HU17 8DL
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Brookes Parker Ltd

Brookes Parker
Asset ManagementManagement Consulting
2 employeesInc. 2011Walkington, East YorkshireCH 07675996

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets56 / 100
Cash100 / 100
Headcount40 / 100
Key contacts (2)
LM
Liam Michael Parker
Director
SP
Susan Patricia Parker
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£114.2kEstimate
Founded
14 years ago
Since Jun 2011
HQ
Walkington, East Yorkshire
Financial health
64

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Map of Walkington, East Yorkshire
Walkington Grange Farm, Hunsley Road
Walkington, East Yorkshire, HU17 8SZ
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Jes (Beverley) Limited

JES (beverley)
Asset Management
1 employeesInc. 1998Beverley, East YorkshireCH 03548275

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets12 / 100
Cash6 / 100
Headcount40 / 100
Key contacts (1)
AS
Anthony Sturdy
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£31.6kEstimate
Founded
28 years ago
Since Apr 1998
HQ
Beverley, East Yorkshire
Financial health
18

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distress

Location

Map of Beverley, East Yorkshire
Kingfisher Court Plaxton Bridge Road, Woodmansey
Beverley, East Yorkshire, HU17 0RT
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How Hull Asset Management companies work and how to sell to them

What they do

Hull asset management firms typically earn through recurring fees tied to portfolios, mandates or advisory relationships, with some charging fixed retainers for administration, reporting or governance support. Pricing tends to follow assets under management, service depth and reporting frequency rather than a one-off transaction. The service shape is part investment work, part regulated operations: portfolio construction, manager selection, suitability checks, client communication, performance reporting and coordination with custodians or administrators. Smaller operators often keep delivery close to senior staff, so capacity constraints show up in onboarding, reconciliations and client review cycles before they show up as a formal procurement project.

Who they sell to

Most sell to boards, trustees, owner-managers, family wealth structures, professional advisers and smaller institutions that want delegated investment oversight without building an internal investment office. The buyer is often a finance director, charity trustee, investment committee member, regulated adviser or principal rather than a central procurement function. Private-client and intermediary work is usually referral-led, with trust built through meetings and evidence of governance. Institutional or charity mandates tend to involve longer due diligence, documented selection criteria and periodic review. Contract value depends heavily on portfolio size, risk mandate and service level, so sales cycles can range from relationship-led introductions to formal competitive processes.

What they buy

Asset management firms tend to spend on systems and services that reduce operational drag around regulated client work. Common categories include portfolio accounting, performance reporting, client relationship management, document management, compliance monitoring, anti-money-laundering checks, know-your-customer workflows, cyber security, finance systems and management information. They also buy outsourced fund administration, custody support, audit, tax, legal advice, regulatory consultancy, investment research, marketing support and specialist recruitment. A seller should expect cautious evaluation: these firms may have lean teams, but the cost of poor implementation is high when it affects reporting accuracy, suitability evidence or client trust.

Why and how to sell to them

Asset management buyers tend to evaluate vendors when governance workload rises faster than fee income, when a new mandate adds reporting complexity, or when senior staff are spending too much time on manual review, reconciliations and client pack production. Other triggers include FCA permission changes, outsourcing reviews, merger integration, succession planning, a new operations hire or a move into a different client segment. Outbound works better when it speaks to specific workflow pressure rather than generic growth. Useful angles include cleaner audit trails, shorter onboarding, fewer spreadsheet dependencies, easier evidence gathering for suitability and conduct reviews, and less reliance on individual administrators carrying process knowledge.

How this list is built

Methodology

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.

Also in Hull

Related directories

Frequently asked questions

How many asset management companies are there in Hull?
Around 56 actively-trading asset management companies are registered in Hull. Of those, 2 report turnover above £5M in their most recent filed accounts. This Hull list covers companies across the wider Hull travel-to-work area, including surrounding towns — not just the Hull local-authority boundary.
What counts as a asset management company in this list?
A company is included when its public website and filed activity descriptions indicate it sells asset management products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.
Which are the largest asset management companies in Hull?
The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable asset management companies in Hull appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 2 of the 56 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.
What do asset management companies in Hull actually do?
Hull asset management firms typically earn through recurring fees tied to portfolios, mandates or advisory relationships, with some charging fixed retainers for administration, reporting or governance support. Pricing tends to follow assets under management, service depth and reporting frequency rather than a one-off transaction. The service shape is part investment work, part regulated operations: portfolio construction, manager selection, suitability checks, client communication, performance reporting and coordination with custodians or administrators. Smaller operators often keep delivery close to senior staff, so capacity constraints show up in onboarding, reconciliations and client review cycles before they show up as a formal procurement project.
How does Hull asset management compare internationally?
Cross-border comparisons of asset management populations are tricky because every country defines the sector slightly differently and reports financials on different cadences. We focus this list on firms that file UK statutory accounts so the figures are comparable; international peer breakdowns aren't bundled here.
How is this list built and how fresh is the data?
The list is rebuilt from Companies House dump data, XBRL filings, and a website analysis pass over each company's public site. Companies with consolidated group accounts (worldwide rather than UK-only revenue) are excluded so the figures stay UK-specific. The page's last-updated date is shown at the top.
How big are the typical asset management companies in Hull?
Company sizes in this list vary widely, from small specialists to large established asset management firms; most report headcount and turnover through their Companies House filings.
Are these mostly new or established asset management companies?
8 of the 56 actively-trading asset management companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Hull list mixes recent entrants with longer-established firms.
What SIC codes does this use?
Rather than relying solely on SIC codes, we build a semantic understanding of what each company actually does by scraping its website and analysing it with AI. This means a company is included based on what it sells, not what SIC code it picked at incorporation. SIC codes are used as a signal but not the primary classification.
What buying signals should I look for?
The strongest signals for B2B outbound are recent leadership changes (new CFO/CRO), rapid headcount growth, revenue-band changes, and web-stack changes. Firmbase tracks all of these automatically.

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