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Asset Management Companies in Liverpool: 190 Active Firms (2026)
Asset management companies manage investment portfolios and fund strategies for institutional, professional and private clients in the Liverpool area.
The buying centre is usually close to an investment committee, wealth-advice desk, professional adviser or fund-operations team, not a general procurement function. Engagements tend to be retained and governance-heavy: discretionary mandates, advisory portfolios, fund vehicles and administration workflows where reporting cadence, custody coordination and suitability oversight matter. The Liverpool-area fit is therefore a lean manager or investment-operations firm with small to mid-sized teams, recurring fee income and enough turnover to support compliance, portfolio reporting and client service. It is mainly a business-to-business and professional-client sale, with private-client exposure often mediated through advice, fiduciary or platform relationships.
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Liverpool has 190 actively trading asset management companies, giving the area a compact rather than broad-based manager universe. Reported employment totals 86 people across the cohort, which points to a market of small partnerships, adviser-led managers and investment-operations specialists rather than locally headquartered institutional platforms. Only 2 firms report turnover above £5M, so revenue concentration appears narrow. A newer layer is still visible: 30 firms were incorporated since 2022, suggesting continued formation around discretionary mandates, wealth infrastructure and fund-administration services.
Permissioned financial-services activity shapes the operating model even for comparatively small Liverpool firms. Portfolio governance, suitability checks, client classification, custody arrangements and financial-promotion controls all sit close to day-to-day delivery, especially where discretionary mandates or fund vehicles are involved. That tends to favour businesses with repeatable reporting processes and experienced oversight rather than pure origination capacity. Market structure is also conservative: professional introducers, advisers and administration partners often influence distribution, so sales cycles can depend as much on trust and auditability as on investment performance.
Early-commercial and adviser-led firms appear likely to keep setting the tone in Liverpool, with scale-up scarcity limiting the emergence of locally headquartered institutional platforms. The next phase has been shaped less by new product rhetoric than by compliance load, reporting expectations and the economics of running small mandates. Specialist managers that can attach themselves to advice channels, fiduciary networks or fund-administration workflows may find steadier demand. Others may drift towards outsourced operations, merger discussions or narrower advisory niches, particularly where recurring fees are too thin to support governance and client-service costs.
190
Active firms
2026
2
Over £5M
reported revenue
30
Since 2022
incorporations
Key facts
About 1% of the trading cohort reports turnover above £5M (2 of 190 firms) — the rest sits below that revenue band.
15% of the cohort was incorporated since 2022 (30 firms), so a sizeable share is in its first few filing cycles.
Liverpool-area asset management firms cover portfolio management and fund strategy, rather than the wider set of financial-services activities.
Client bases span institutional, professional and private mandates, so buyer research usually needs to separate fund strategy from retail distribution.
Regional market mapping is useful here because legal objects, holding vehicles and operating managers can sit close together in the same sector labels.
Top Liverpool Asset Management companies
CAM WEALTH GROUP LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides discretionary wealth management and investment services for private and institutional clients. Manages a range of specialist investment funds using macroeconomic and fundamental research to…
Serves private wealth clients and institutional investors in the UK seeking discretionary wealth management and access to specialist investment funds.
Financial Health
WeakWeak · -11% CAGR over 4y
Location
Wealth at Work
Provides workplace financial wellbeing services for employers and employees, including financial education, money management support, pension and share plan guidance, retirement planning, and…
Serves large employers, occupational pension schemes and public-sector organisations across the UK and Ireland, with offerings also aimed at their employees, scheme members, mass-affluent and…
Location
SFC1 LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
HealthyHealthy
Location
THE HUGHES FIC LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -68% CAGR over 4y
Location
GEMENI INVESTMENTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -68% CAGR over 4y
Location
SFC4 LIMITED
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
SFC3 LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable
Location
SFC2 LTD
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable
Location
BRIGHTSPIRE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsOperates a commercial real estate credit REIT that originates, acquires, finances and manages a portfolio of real estate debt investments, primarily senior mortgage loans, alongside net‑leased real…
Serves commercial real estate borrowers, property owners and tenants, plus shareholders, financing counterparties, analysts and rating agencies involved in CRE credit and publicly traded REIT markets.
Financial Health
StableStable · Hiring · 8% CAGR over 4y
Location
Lumti Investments Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable · 0% CAGR over 1y
Location
MCGEADY INVESTMENTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -68% CAGR over 4y
Location
PJP CAPITAL LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
The Stellar (LP) Limited
Trajectory
5y · 2022–NowFinancial Health
Insufficient historyInsufficient history
Location
PROMENADE INVESTMENTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsSources and manages investment opportunities in UK residential property, partnering with investors to fund property acquisitions and development projects aimed at creating and selling or renting…
Serves private investors seeking involvement in UK property investment opportunities, with clients able to choose their desired level of participation.
Financial Health
DistressedDistressed
Location
CANNING HOLDINGS LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed · -90% CAGR over 2y
Location
Starmount Capital Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides funding for property development projects by connecting investors and high‑net‑worth individuals with opportunities in residential development, refurbishments, land acquisition, and…
Targets investors, high-net-worth individuals, private individuals, wealth managers, finance managers and property professionals seeking property development investment opportunities.
Financial Health
DistressedDistressed · 0% CAGR over 3y
Location
MASON OWEN NOMINEES ONE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides commercial property consultancy including investment and asset management and agency services. Advises clients on the acquisition, disposal and leasing of investment properties, and manages…
Serves institutional and private clients investing in or owning commercial property across the UK, including landlords, property funds, retailers and occupiers in offices, shopping centres, high…
Financial Health
StableStable
Location
RABBITOO LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
JPTC Services Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Cerulean Investments Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
WeakWeak
Location
SENECA SECURITIES LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investment management and funding services including EIS portfolio services, venture capital trusts, inheritance tax planning investments, commercial property funds, and debt and equity…
Serves UK private investors, financial advisers, IFAs and wealth management firms seeking tax-advantaged investments, and entrepreneurs and SMEs seeking equity, debt and property-related funding.
Financial Health
DistressedDistressed
Location
HAYDOCK PARTNERS LLP
Trajectory
5y · 2021–NowProvides investment management and corporate finance services, offering tax‑advantaged investment products including EIS portfolio services, venture capital trusts and inheritance tax investments,…
Serves private investors, UK IFAs and wealth managers investing for clients, plus SMEs and entrepreneurs seeking debt or equity funding, across a mix of B2C and B2B markets.
Financial Health
Insufficient historyInsufficient history
Location
Tacit Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides wealth and investment management services, including discretionary portfolio management, financial planning and advice, custody and execution, and managed portfolio services for financial…
Serves affluent individuals and families, including entrepreneurs, high earners, business owners and retirees, as well as financial advisers and professional intermediaries seeking investment options…
Financial Health
DistressedDistressed
Location
GJ INVESTMENTS LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
DistressedDistressed
Location
AFL Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · -10% CAGR over 4y
Location
BLUE SKY WEALTH LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
CDP North West Investments Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Evans Investment Management Limited
Trajectory
1y · 2024–NowFinancial Health
Insufficient historyInsufficient history
Location
HIYANZ TRADE HOUSE LTD
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable
Location
James Ellis Family Investments Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
H Q Investors Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides private equity investment services, including fund-of-funds programmes, co‑investments and managed accounts. Identifies and invests alongside private equity managers and develops tailored…
Serves institutional and professional investors seeking private equity solutions, including tailored managed accounts and fund programmes, across investor bases in North America, Europe and Asia.
Financial Health
DistressedDistressed
Location
FARNLEY INVESTMENTS LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy
Location
TEN66 INVESTMENTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -68% CAGR over 4y
Location
Willson Grange Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides independent financial advice and planning services, including pension advice, investment management, wealth management, and retirement planning. Works with individual and corporate clients…
Serves individual private clients, including retirees, pre-retirees and people with complex financial affairs, alongside corporate clients seeking support with pensions, investments and wealth…
Financial Health
StableStable · -43% CAGR over 1y
Location
Cleopatra Family Investment Company Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
d & s Singh Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Hope Capital HNW Limited
Trajectory
3y · 2023–NowFinancial Health
Insufficient historyInsufficient history
Location
Perfectum Property Maintenance Services Ltd
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
YR HELI LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -68% CAGR over 4y
Location
GSH Residential Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
FOX GROUP INVESTMENTS LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed · -90% CAGR over 2y
Location
Carroll Family Investment Company Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Hyperion Ventures
Trajectory
5y · 2020–NowFinancial Health
Insufficient historyInsufficient history
Location
BSP Partners Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsAlternative credit investment manager providing asset management and investment strategies across direct lending, structured credit, CLOs, infrastructure debt, liquid credit, real estate and special…
Serves institutional and professional investors worldwide, including asset owners and allocators seeking exposure to alternative credit strategies across private and public markets.
Financial Health
HealthyHealthy
Location
ABBA DEVELOPMENTS LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
HEBS Acquisitions Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable
Location
SENECA PROPERTY 101EF LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsInvests in and manages commercial and residential real estate assets. Acquires office, retail, industrial, leisure, healthcare and residential properties, and undertakes asset management,…
Serves property investors seeking UK real estate income and growth opportunities, alongside commercial tenants in office, retail, leisure, industrial, residential and healthcare sectors.
Financial Health
WeakWeak
Location
CRAWFORD FINANCIAL PLANNING LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides fee-only financial planning and investment advisory services, offering guidance on investment management, retirement planning, and personal financial strategy for individuals, households and…
Financial Health
StableStable · Hiring · 7% CAGR over 4y
Location
MVC PIC LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable
Location
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How Liverpool Asset Management companies work and how to sell to them
What they do
Recurring revenue usually comes from basis-point fees on assets under management, fixed portfolio-administration charges, investment-advisory retainers and, for some mandate types, performance-linked fees. Liverpool-area firms are often selling a managed portfolio, model portfolio, fund wrapper, outsourced investment process or operations service rather than a discrete software product. Engagement value depends less on seat count and more on assets, reporting frequency, client mix and the governance burden attached to each mandate. Set-up work may be priced separately where onboarding, custody coordination, transfer activity or documentation review is material, but the attractive economics usually sit in retained fees that can be serviced without adding much headcount.
Who they sell to
Most Liverpool asset managers sell through professional relationships rather than broad demand generation. Typical buyers include advice firms, fiduciary advisers, trustees, professional-client investors, family-office style structures and finance leads who need a managed mandate or outsourced investment capability. Larger opportunities may involve an investment committee, external consultant or operations reviewer, while smaller mandates can be introduced by accountants, lawyers or wealth advisers. Sales cycles tend to be slower than ordinary B2B software because buyers review performance history, suitability processes, reporting samples, custody arrangements and service continuity. Procurement is usually direct and relationship-led, with RFP-style processes more common where institutional or fiduciary oversight is involved.
What they buy
Most asset-management firms tend to spend on systems and services that reduce operational drag around portfolios, clients and governance. Relevant categories include portfolio accounting, performance reporting, risk monitoring, client onboarding, CRM, billing, document workflow, cyber security, cloud hosting, market-data feeds and integrations with custodians or administrators. They may also buy outsourced compliance support, legal drafting, fund accounting, audit, tax advice, recruitment and specialist marketing aimed at professional introducers rather than mass retail audiences. Small teams are often cautious about large implementation projects, so vendors usually need to show how a tool fits existing reporting cycles, approval workflows and client-service routines without forcing a long operational rebuild.
Why and how to sell to them
Asset-management buyers tend to evaluate vendors when manual reporting starts to strain client service, new mandates add oversight work, a fund or model-portfolio range is launched, or a senior hire wants tighter controls. Other triggers include adviser-channel expansion, changes to regulatory permissions, operational incidents, succession planning and margin pressure from servicing small mandates. Outbound angles usually work better when they are framed around audit trails, reduced reconciliation effort, faster client reporting, clearer suitability evidence or lower key-person dependency. Claims about growth alone may land poorly; these firms often care first about preserving trust, avoiding errors and keeping governance costs proportionate to recurring fee income.
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.
Also in Liverpool
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Frequently asked questions
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