Wealth Management Companies in London: 1,523 Active Firms (2026)

Updated May 2026

Wealth management companies in London advise clients on portfolios, financial planning and private-client investment services across the capital.

Buying centres tend to sit with private-client advice, discretionary portfolio management, tax-aware financial planning and investment operations. The customer base is narrower than retail financial services: affluent individuals, families, trustees and institutional clients who expect face-to-face advice, documented suitability and continuing portfolio review. Engagements are usually relationship-led rather than product-led, with fee arrangements tied to assets under advice, planning work or administrative support. London’s role as a private-client and institutional hub means the cohort includes boutique adviser teams alongside multi-office operations, but the common thread is regulated advice, client reporting and investment administration rather than pure distribution.

Within London, 1,523 wealth management companies are actively trading, giving the capital a broad private-client advisory base rather than a small niche cluster. Reported employment totals 1,099 people, so the visible footprint is weighted towards compact adviser, paraplanning, compliance and investment-administration teams rather than very large employers. The mix fits London’s private-client market: relationship-led boutiques sit alongside multi-office advisory platforms, and many firms appear to rely on specialist mandates, retained client relationships and outsourced infrastructure to keep fixed operating costs contained.

Authorisation, conduct rules and suitability obligations shape the market more than brand-led distribution. Firms need permissions for the regulated activities they carry out, and sales processes are constrained by disclosure, ongoing-review duties and rules on financial promotions. Private-client work also brings operational exposure around custody arrangements, client money, complaints handling and personal data. For researchers, scale is not only a revenue question: supervision, adviser capacity, investment-committee process and back-office controls all affect how far a wealth manager can expand without changing its operating model.

Adviser-led wealth managers tend to grow through client referrals, adviser hiring and small acquisitions rather than through a simple volume sales funnel. New entrants appear able to form around specialist client segments, but the harder step is turning founder-led advice into delegated investment process, documented governance and repeatable client service. Fee pressure, compliance expectations and ageing adviser ownership should keep consolidation in view. The cohort therefore looks likely to remain broad at the small-firm end, with a thinner layer of larger operators that can absorb regulation, technology spend and succession planning.

What’s in the file

One row per company, 50+ columns — everything below plus each company’s verified directors, from Companies House filings.

Company data

Company name

Website

City & address

Companies House no.

Incorporation date

SIC codes & industry tags

What they do / who they sell to

Turnover, profit, cash & net assets

Employees

Growth (YoY & 3-year)

Financial-health score & flags

Sales-readiness score

Detected technologies

Verified directors — included

Director names

Director roles

Appointment dates

1,523

Active firms

2026

£5M+ revenue

Firms above the threshold

248

Recent incorporations

Incorporated since 2022

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Key facts

About 2% of the trading cohort reports turnover above £5M (41 of 1,523 firms) — the rest sits below that revenue band.

16% of the cohort was incorporated since 2022 (248 firms), so a sizeable share is in its first few filing cycles.

London remains the UK’s main concentration of private-client finance, covering discretionary investment management and advice-led financial planning.

Portfolio construction, financial planning and investment administration often sit in the same client relationship, so buyers tend to assess advice and administration capability together.

The category mixes asset managers, advice platforms, outsourced investment providers and private-client service firms rather than a single operating model.

Permission requirements depend on the activities carried out, particularly where firms advise on investments or manage client portfolios.

Top London Wealth 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

UBP LTD

Union Bancaire Privée

Wealth ManagementAsset Management

3 employeesInc. 2012LondonCH 08041318

ubp.com/en

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash55 / 100

What does UBP LTD do?

Provides wealth and asset management services for private and institutional clients, including portfolio management, investment advisory, wealth planning, family office services, and investment…

Who does UBP LTD sell to?

Serves private clients, families and family offices, institutional investors and external asset managers seeking wealth and asset management support across EMEA, the UK and Asia.

Key contacts (2)

Alpha Capital Management Limited

Corporate Director

Natalia Maria Vindas Zarate

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£989.2KEstimate

Founded

14 years ago

Since Apr 2012

London

Financial health

Financial Health

Stable

Stable · 0% CAGR over 0y

Location

Millbank Tower, 21-24 Millbank

London, SW1P 4QP

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Dowgate Wealth Limited

Dowgate Wealth

Wealth ManagementAsset Management

14 employeesInc. 2019LondonCH 12221221

dowgatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does Dowgate Wealth Limited do?

Provides wealth management and stockbroking services, including discretionary portfolio management, tax‑efficient investing through ISAs and pensions, inheritance tax portfolio strategies, offshore…

Who does Dowgate Wealth Limited sell to?

Serves private investors, high-net-worth clients, trustees and pension holders seeking wealth management or stockbroking, plus quoted companies and employees needing share dealing and equity plan…

Key contacts (4)

Colin Mark Hughes

Director

Josh Sanford

Director

Stuart Melville Parkinson

Director

Benjamin Thomas McKeown

Director

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Company vitals

UK Headcount

UK Revenue

£4.8MEstimate

Founded

6 years ago

Since Sep 2019

London

Financial health

100

Financial Health

Strong

Location

15 Fetter Lane

London, EC4A 1BW

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FHG PROPERTY FUNDING LIMITED

FHG Limited

Wealth ManagementAsset Management

0 employeesInc. 2018Colindale, LondonCH 11454020

fhglimited.com

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Financial sub-scores

Computed from 5 filings

Net assets65 / 100

Cash100 / 100

Headcount0 / 100

What does FHG PROPERTY FUNDING LIMITED do?

Provides wealth management, investment advisory, credit and financing solutions, and asset management services for individuals, businesses, trusts and institutions, including portfolio management,…

Who does FHG PROPERTY FUNDING LIMITED sell to?

Serves private and institutional clients, including individuals and families, business owners, corporate executives, trusts and estates, endowments, foundations, SMEs, associations and large groups…

Key contacts (1)

Imogene Faith Torpey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£772.2KEstimate

Founded

8 years ago

Since Jul 2018

Colindale, London

Financial health

Financial Health

Stable

Stable · -68% CAGR over 4y

Location

5 Technology Park, Colindeep Lane

Colindale, London, NW9 6BX

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BERKELEY FINANCIAL HOLDINGS LTD

Berkeley Financial

Wealth ManagementAsset ManagementInvestment Banking

3 employeesInc. 2019LondonCH 12331120

berkeley.com

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash100 / 100

Headcount100 / 100

What does BERKELEY FINANCIAL HOLDINGS LTD do?

Provides private banking and wealth management services, including asset management, investment banking, securities financing, asset custody, and capital markets advisory. Also offers estate…

Who does BERKELEY FINANCIAL HOLDINGS LTD sell to?

Serves an international B2B and private-client market: high-net-worth individuals, wealthy families, institutions, and organisations with complex financial needs.

Key contacts (3)

Mark Donovan Maragh

Director

German Francisco Rivero-Zerpa

Director

Juan Pablo Livinalli Arcas

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£791.8KEstimate

Founded

6 years ago

Since Nov 2019

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 32% CAGR over 4y

Hiring

Location

Berkeley Square House, 2nd Floor, Berkeley Square

London, W1J 6BD

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TIML LTD

Tacit Investment Management

Wealth ManagementAsset Management

0 employeesInc. 2014LondonCH 09228395

tacitim.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash66 / 100

Headcount0 / 100

What does TIML LTD do?

Provides wealth and investment management services for private clients and advisers, including discretionary portfolio management, managed portfolio services, financial planning and advice, and…

Who does TIML LTD sell to?

Serves private clients including entrepreneurs, high earners, business owners, retired people and families, as well as financial advisers, professional intermediaries, pension funds and institutions.

Key contacts (2)

William Peter James Jensen

Director

Kypros Charalambous

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1M

Founded

11 years ago

Since Sep 2014

London

Financial health

Financial Health

Healthy

Healthy · -61% CAGR over 4y

Location

14 Hanover Square

London, W1S 1HN

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Kendar Advisors Ltd

Kendar Advisors

Wealth ManagementAsset Management

Inc. 2017LondonCH 11101740

kendaradvisors.com

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Financial sub-scores

Computed from 5 filings

Profitability100 / 100

Net assets73 / 100

Cash47 / 100

Headcount0 / 100

What does Kendar Advisors Ltd do?

Provides investment management and wealth advisory services for high‑net‑worth individuals and families, including portfolio analysis, asset allocation, risk management, and development of investment…

Who does Kendar Advisors Ltd sell to?

Serves ultra-high-net-worth individuals and families seeking a private multi-family office, with clients typically coming through long-standing relationships or referrals, including UK resident…

Key contacts (2)

Jean-Marc Choblet

Director

Etienne Olivier Henri Bertrand Goursaud de Merlis

Director

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Company vitals

UK Headcount

UK Revenue

£424.8K

Founded

8 years ago

Since Dec 2017

London

Financial health

Financial Health

Healthy

Healthy · Profitable

Profitable

Location

12 Markham Street

London, SW3 3NP

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ISLANDBRIDGE CAPITAL LIMITED

Islandbridge

Wealth ManagementAsset Management

15 employeesInc. 2007LondonCH 06387449

ib-capital.com

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Financial sub-scores

Computed from 5 filings

Cash31 / 100

Headcount100 / 100

What does ISLANDBRIDGE CAPITAL LIMITED do?

Provides multi-family office and investment management services for families and entrepreneurs, including portfolio management, direct and fund investments, and integrated strategic financial advice.…

Who does ISLANDBRIDGE CAPITAL LIMITED sell to?

Serves wealthy families, successful entrepreneurs and sophisticated global investors, including FCA professional clients, eligible counterparties, US accredited investors and qualified purchasers.

Key contacts (1)

Andrew Nigel Harrison

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3M

Founded

18 years ago

Since Oct 2007

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 14% CAGR over 4y

Hiring

Location

18/19 Albemarle Street

London, W1S 4HR

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Mountstone Partners Limited

Mountstone Partners

Wealth Management

8 employeesInc. 2012LondonCH 08076218

mountstonepartners.com

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Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash100 / 100

Headcount83 / 100

What does Mountstone Partners Limited do?

Provides discretionary investment management and portfolio management services for professionals, families, entrepreneurs, estates and trusts. Manages diversified portfolios across asset classes…

Who does Mountstone Partners Limited sell to?

Targets private wealth clients: professionals, wealthy families, entrepreneurs, landed estates and trusts in the UK and abroad, particularly those requiring discretion, clear communication and…

Key contacts (1)

Charles Scott Dixon

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.3M

Founded

14 years ago

Since May 2012

London

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 4y

GrowingHiring

Location

130 Shaftesbury Avenue, 2nd Floor

London, W1D 5EU

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QUARTET CAPITAL PARTNERS LLP

Quartet

Asset ManagementWealth Management

9 employeesInc. 2009Richmond, SurreyCH OC345770

quartet-im.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount40 / 100

What does QUARTET CAPITAL PARTNERS LLP do?

Provides discretionary and bespoke multi-asset investment management services for private clients and financial intermediaries, constructing and managing investment portfolios aligned with clients’…

Who does QUARTET CAPITAL PARTNERS LLP sell to?

Serves private clients and financial intermediaries, including UK-based advisers and intermediary firms, as well as clients globally with varied financial objectives.

Key contacts (1)

Thomas Sebastian Henry Davies

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£828.8KEstimate

Founded

17 years ago

Since May 2009

Richmond, Surrey

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

16 Water Lane

Richmond, Surrey, TW9 1TJ

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Gem & Co Financial Services Limited

GEM & Financial Services

Wealth Management

15 employeesInc. 2021LondonCH 13249508

gemfs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount86 / 100

What does Gem & Co Financial Services Limited do?

Provides independent financial planning and wealth management advice to professionals, executives, business owners and retirees, including investment portfolio management, retirement planning,…

Who does Gem & Co Financial Services Limited sell to?

Serves individual clients including professionals, senior executives, business owners and retirees seeking financial planning advice, with emphasis on clients in Wimbledon and surrounding London…

Key contacts (3)

Elliott Charles Swatton

Director

Gareth Cornelius Bryan Rees

Director

Eamon James Nolan

Director

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Company vitals

UK Headcount

UK Revenue

£750.4KEstimate

Founded

5 years ago

Since Mar 2021

London

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 17% CAGR over 2y

GrowingHiring

Location

4th Floor, Tuition House 27-37 St George'S Road, Wimbledon

London, SW19 4EU

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Evelyn Partners

Wealth ManagementAsset Management

5 employeesInc. 2013LondonCH 08741768

evelyn.com

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What does Evelyn Partners do?

Provides wealth management services including financial planning, discretionary investment management, portfolio advice, pension and retirement planning, inheritance tax and estate planning, and…

Who does Evelyn Partners sell to?

Serves individuals and families seeking wealth advice, plus financial intermediaries needing client investment support and charities requiring investment management.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£391.2KEstimate

Founded

12 years ago

Since Oct 2013

London

Location

45 Gresham Street

London, EC2V 7BG

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PRIVATE OFFICE GROUP GLOBAL LTD

Private Office

Wealth ManagementAsset Management

1 employeesInc. 2020London,CH 12839950

private-office.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets0 / 100

Headcount40 / 100

What does PRIVATE OFFICE GROUP GLOBAL LTD do?

Provides independent financial advisory and wealth management services, including portfolio and investment management, pensions and retirement planning, stockbroking, and financial planning for…

Who does PRIVATE OFFICE GROUP GLOBAL LTD sell to?

Serves private individuals and families, including affluent clients planning investments, pensions, retirement, tax and estate matters, across London and the South East.

Key contacts (1)

Carleen Hay

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£198.5KEstimate

Founded

5 years ago

Since Aug 2020

London,

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

F Winter & Co Llp Ramillies House, 1-2 Ramillies Street

London,, W1F 7LN

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MASECO Private Wealth

Wealth ManagementAsset Management

112 employeesInc. 2008LondonCH OC337650

masecoprivatewealth.com

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Financial sub-scores

Computed from 3 filings

Headcount85 / 100

What does MASECO Private Wealth do?

Provides private wealth management and financial advisory services for high‑net‑worth individuals and families, including cross‑border investment management, portfolio management, and tax‑aware…

Who does MASECO Private Wealth sell to?

Serves high and ultra-high-net-worth US and UK individuals and families with cross-border wealth needs, including citizens living overseas and clients with investable portfolios above $/£1m.

Key contacts (15)

Adrian David Edwards

Llp Member

Damian Barry

Llp Member

Kyle Daniel McClellan

Llp Member

Charles George Oliver Cutting

Llp Member

Cormac Ronan Aidan Naughten

Llp Member

Stephen Duffy Johnson

Llp Member

Marc Simon Cane

Llp Member

Patrick Adam Ronald Bowen

Llp Member

Edward Alistair Howison

Llp Member

Torgeir Flonaes

Llp Member

Andrea Lauren Solana

Llp Member

Henry Quentin Alexander Findlater

Llp Member

David Rory Bruno Dorman

Llp Member

Joshua Eli Matthews

Llp Designated Member

James Robert Dundas Sellon

Llp Designated Member

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Company vitals

UK Headcount

112

UK Revenue

£999.8KEstimate

Founded

18 years ago

Since May 2008

London

Financial health

Financial Health

Strong

Strong · Hiring · 16% CAGR over 2y

Hiring

Location

The Kodak Building, 11 Keeley Street

London, WC2B 4BA

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Incred Global Wealth

Wealth ManagementAsset Management

7 employeesInc. 2022LondonCH 14019047

incredwealth.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount100 / 100

What does Incred Global Wealth do?

Provides multi-family office services including investment advisory, financing solutions, wealth structuring, family governance support, and philanthropy advisory for high-net-worth families and…

Who does Incred Global Wealth sell to?

Serves sophisticated wealthy families and private clients seeking family office support in the UK and internationally, including Europe, the Middle East, Africa, Asia and the Americas.

Key contacts (2)

Mario Georgiou

Director

Aditya Sarin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£477.4KEstimate

Founded

4 years ago

Since Apr 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 53% CAGR over 2y

Hiring

Location

5-10 Bolton Street

London, W1J 8BA

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Lincoln Private Investment Office

Wealth ManagementAsset Management

14 employeesInc. 2013LondonCH OC389623

lpio.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Lincoln Private Investment Office do?

Provides wealth management and private investment office services, including discretionary portfolio management, advisory on alternative investments, and coordination of clients’ broader financial…

Who does Lincoln Private Investment Office sell to?

Serves high-net-worth individuals and families seeking personal wealth management, investment advice and wider private office support, with clients who want either delegated portfolio management or…

Key contacts (20)

Jonathan Douglas Hankin Steel

Llp Member

Hayley Boland

Llp Member

Philip Geoffrey Byrne

Llp Member

Jonathan Stephen Crane

Llp Member

Charles Zachary Curtis

Llp Member

Jonathan Matthew Foley

Llp Member

Dominic Michael Freemantle

Llp Member

Paul Edward Leech

Llp Member

David Rodney Morant

Llp Member

Louisa Berry

Llp Member

Charles Wilson

Llp Member

James Meiklejohn

Llp Member

Stephen Kattou

Llp Member

Jeremy Martin Buhlmann

Llp Member

Hamish Robert Muir MacKenzie

Llp Member

Jonathan Brett Lanceley

Llp Member

Benjamin James Stern

Llp Member

Edmund John Price

Llp Member

Anthony Charles Hervey

Llp Member

Christopher John Rowell

Llp Member

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Company vitals

UK Headcount

UK Revenue

£402.5KEstimate

Founded

12 years ago

Since Dec 2013

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 18% CAGR over 4y

Hiring

Location

32 Grosvenor Gardens

London, SW1W 0DH

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PATRONUS PARTNERS LIMITED

Patronus Partners

Wealth ManagementAsset Management

0 employeesInc. 2014LondonCH 09223709

patronuspartners.com

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Financial sub-scores

Computed from 4 filings

Cash72 / 100

Headcount0 / 100

What does PATRONUS PARTNERS LIMITED do?

Provides investment management, financial planning and wealth management services for private clients and families, and offers advisory and execution-only stockbroking and trading services for…

Who does PATRONUS PARTNERS LIMITED sell to?

Serves a mix of retail private clients and families, professional investors and institutional clients active in financial markets.

Key contacts (3)

Jeremy Steinson

Director

Kareem Anthony Khouri

Director

Paul John Kavanagh

Director

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Company vitals

UK Headcount

UK Revenue

£3.4MEstimate

Founded

11 years ago

Since Sep 2014

London

Financial health

Financial Health

Weak

Weak · -78% CAGR over 3y

Location

68 King William Street

London, EC4N 7HR

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Aura Hexaa LLP

Aura Hexaa

Wealth Management

1 employeesInc. 2010LondonCH OC358200

aurahexaa.com

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Financial sub-scores

Computed from 2 filings

Net assets31 / 100

Cash15 / 100

Headcount0 / 100

What does Aura Hexaa LLP do?

Provides wealth management and investment advisory services for private and corporate clients, including portfolio advice, property and mortgage finance advisory, insurance planning, family office…

Who does Aura Hexaa LLP sell to?

Serves UK and international high-net-worth private clients, families, entrepreneurs and selected corporate clients, often working alongside their existing professional advisers.

Key contacts (1)

Elias Mouzannar

Llp Member

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Company vitals

UK Headcount

UK Revenue

£322KEstimate

Founded

15 years ago

Since Sep 2010

London

Financial health

Financial Health

Distressed

Distressed · -50% CAGR over 1y

Financial distress

Location

Suite B Ground Floor, 105 Piccadilly

London, W1J 7NJ

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CARRINGTON INVESTMENT CONSULTANTS LIMITED

Carrington Wealth Management

Wealth ManagementAsset Management

16 employeesInc. 1996LondonCH 03193939

carringtonwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets29 / 100

Cash68 / 100

Headcount50 / 100

What does CARRINGTON INVESTMENT CONSULTANTS LIMITED do?

Provides independent financial advice and wealth management services, including financial planning, investment management, and portfolio oversight. Advises clients on managing assets, structuring…

Who does CARRINGTON INVESTMENT CONSULTANTS LIMITED sell to?

Serves UK-based private clients, individuals and families seeking wealth management and financial planning, with emphasis on customers in London and the South East.

Key contacts (2)

Alistair Candlish

Director

Michael Alistair Hodges

Director

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Company vitals

UK Headcount

UK Revenue

£217.3KEstimate

Founded

30 years ago

Since May 1996

London

Financial health

Financial Health

Stable

Stable · 2% CAGR over 4y

Location

1 Chapel Place, 4th Floor

London, W1G 0BG

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Saranac Partners

Wealth ManagementAsset Management

5 employeesInc. 2015LondonCH 09587905

saranacpartners.com/about-us

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What does Saranac Partners do?

Provides investment advisory and wealth management services for high‑net‑worth individuals, families and family offices, including portfolio management, investment strategy, and financing advice…

Who does Saranac Partners sell to?

Serves high-net-worth individuals and families, including entrepreneurs, private investors, business leaders and family offices, primarily across the UK, Europe and the Middle East.

Key contacts (7)

Mark Werner

Director

Peter Charrington

Director

Sylvain Brosseau

Director

Jerry del Missier

Director

Brent Francis Seery

Director

Michelle Frances Witter

Director

Richard David Antony Berliand

Director

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Company vitals

UK Headcount

UK Revenue

£325.8KEstimate

Founded

11 years ago

Since May 2015

London

Location

Third Floor, 16 St. James'S Street

London, SW1A 1ER

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NS ASSET MANAGEMENT UK LTD

NS Partners

Asset ManagementWealth Management

4 employeesInc. 1994LondonCH 02946806

nspgroup.com

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Financial sub-scores

Computed from 5 filings

Cash98 / 100

Headcount20 / 100

What does NS ASSET MANAGEMENT UK LTD do?

Provides investment management and wealth management services for private and institutional clients, including portfolio management, asset allocation and alternative investment strategies, and…

Who does NS ASSET MANAGEMENT UK LTD sell to?

Serves a mix of high-net-worth private clients, institutional investors and fund sponsors, including clients with sophisticated portfolios and interest in alternative investments.

Key contacts (4)

Christophe Verbaere

Director

Eric Henri Jean Laget

Director

Cédric Guy Dingens

Director

Edmund James Locker MacPherson

Director

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Company vitals

UK Headcount

UK Revenue

£1.8M

Founded

32 years ago

Since Jul 1994

London

Financial health

Financial Health

Stable

Stable · -5% CAGR over 4y

Location

25 Upper Brook Street

London, W1K 7QD

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FIRST WEALTH MANAGEMENT LIMITED

First Wealth

Wealth ManagementAsset Management

5 employeesInc. 2011LondonCH 07816220

firstwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does FIRST WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment management, cash flow modelling, tax and retirement planning, pensions advice, and access to EIS, SEIS and VCT…

Who does FIRST WEALTH MANAGEMENT LIMITED sell to?

Serves high-net-worth individuals, entrepreneurs from growth to exit, and professionals seeking personal financial planning, with additional focus on sports and entertainment clients and families…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£164.2KEstimate

Founded

14 years ago

Since Oct 2011

London

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 26% CAGR over 4y

GrowingHiring

Location

3 Park Road

London, NW1 6AS

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ACORN ADVISERS LIMITED

Acorn Capital Advisers

Wealth Management

2 employeesInc. 2016LondonCH 09939560

acorncapitaladvisers.com

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Financial sub-scores

Computed from 5 filings

Net assets35 / 100

Headcount40 / 100

What does ACORN ADVISERS LIMITED do?

Provides independent wealth advisory and outsourced family office services to high‑net‑worth individuals, families and trustees, including investment strategy, governance, philanthropy planning, and…

Who does ACORN ADVISERS LIMITED sell to?

Serves ultra-high-net-worth individuals, multigenerational families, their trustees and family offices with complex private wealth needs.

Key contacts (2)

Mark George Joseph Whitehead

Director

Christine Margaret Whitehead

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£529.8KEstimate

Founded

10 years ago

Since Jan 2016

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

2 Leman Street

London, E1W 9US

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Rossie House Investment Management LLP

Rossie House

Wealth Management

6 employeesInc. 2017LondonCH OC419374

rossiehouse.com

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Financial sub-scores

Computed from 4 filings

Headcount17 / 100

What does Rossie House Investment Management LLP do?

Provides discretionary wealth and investment management services for private individuals, trusts and charities. Manages diversified portfolios and investment funds, allocating client capital across…

Who does Rossie House Investment Management LLP sell to?

Serves private individuals, trusts and charities seeking discretionary investment management, including high-net-worth individuals, trustees and charity boards.

Key contacts (9)

Mike Elliot

Llp Designated Member

Scott Alexander Baikie

Llp Designated Member

Timothy James Arthur Laing

Llp Member

Alexander Quentin Richard Cross

Llp Designated Member

Jean Grace Kemmis-Matterson

Llp Member

David Brett Nichol

Llp Member

George Dominic Macintosh Warre

Llp Member

Charles Ronald Buchanan Cox

Llp Member

Charles Lachlan MacDonald

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

8 years ago

Since Oct 2017

London

Financial health

Financial Health

Distressed

Distressed · -6% CAGR over 5y

Financial distress

Location

10-11 Charterhouse Square, London, 10 - 11 Charterhouse Square

London, EC1M 6EE

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TAURUS INVESTMENT ADVISORS LTD

Taurus Wealth

Wealth Management

2 employeesInc. 2016Ilford, EssexCH 10292316

tauruswealth.com

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Financial sub-scores

Computed from 5 filings

Net assets74 / 100

Cash0 / 100

Headcount11 / 100

What does TAURUS INVESTMENT ADVISORS LTD do?

Provides wealth management and investment advisory services for private and institutional clients, including portfolio management, asset allocation, wealth structuring, succession planning, and…

Who does TAURUS INVESTMENT ADVISORS LTD sell to?

Serves high-net-worth individuals, wealthy families, family offices, and institutional clients seeking private wealth and investment advisory support across global financial centres.

Key contacts (2)

Megha Raju Kothari

Director

Raju Kanubhai Kothari

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£306.5KEstimate

Founded

10 years ago

Since Jul 2016

Ilford, Essex

Financial health

Financial Health

Weak

Weak · -8% CAGR over 5y

Location

16 Merrivale Avenue

Ilford, Essex, IG4 5PQ

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ARETIAN WEALTH MANAGEMENT LIMITED

Aretian Wealth Management

Wealth Management

9 employeesInc. 2009LondonCH 07101143

aretianwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets47 / 100

Cash100 / 100

Headcount100 / 100

What does ARETIAN WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services for individuals and families, including investment advice, pension planning, portfolio management, sustainable investment strategies, trust…

Who does ARETIAN WEALTH MANAGEMENT LIMITED sell to?

Serves affluent private individuals and families, including successful professionals and business owners, seeking support with long-term personal wealth and financial planning.

Key contacts (2)

Paul Harsum

Director

Michelle Harsum

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£345.4KEstimate

Founded

16 years ago

Since Dec 2009

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 21% CAGR over 4y

Hiring

Location

C/O Two Matts Llp, 151 Wardour Street

London, W1F 8WE

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BARON & GRANT INVESTMENT MANAGEMENT LTD

Baron & Grant

Asset ManagementWealth Management

4 employeesInc. 2019LondonCH 12161169

baronandgrant.com

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Financial sub-scores

Computed from 4 filings

Cash95 / 100

Headcount100 / 100

What does BARON & GRANT INVESTMENT MANAGEMENT LTD do?

Provides financial planning, investment advice and discretionary portfolio management, specialising in portfolios built around investment trusts and exchange‑traded funds. Serves individual…

Who does BARON & GRANT INVESTMENT MANAGEMENT LTD sell to?

Serves individual investors, UK-based financial advisers and intermediaries, companies, pension schemes, trusts and charities seeking financial planning, advice and discretionary investment…

Key contacts (2)

Christopher Iain Grant

Director

Thomas Poynton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£484K

Founded

6 years ago

Since Aug 2019

London

Financial health

Financial Health

Strong

Strong · Hiring · 26% CAGR over 3y

Hiring

Location

66 Lincoln'S Inn Fields

London, WC2A 3LH

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LOYOLA INVESTMENT MANAGEMENT LIMITED

Loyola Asset Management

Wealth ManagementAsset Management

2 employeesInc. 2020SouthgateCH 13047341

loyola-asset.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

What does LOYOLA INVESTMENT MANAGEMENT LIMITED do?

Provides investment management and wealth advisory services for individuals and international clients, including portfolio management, financial planning, retirement and estate planning guidance, and…

Who does LOYOLA INVESTMENT MANAGEMENT LIMITED sell to?

Serves affluent domestic and international private clients, particularly high-net-worth individuals and families with complex financial needs, multigenerational wealth priorities and estate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

5 years ago

Since Nov 2020

Southgate

Financial health

100

Financial Health

Strong

Location

Solar House, 282 Chase Road

Southgate, N14 6NZ

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APOLLO PRIVATE WEALTH LTD

Apollo Private Wealth

Wealth ManagementAsset Management

0 employeesInc. 2016LondonCH 09976926

apolloprivatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets97 / 100

Cash100 / 100

Headcount0 / 100

What does APOLLO PRIVATE WEALTH LTD do?

Provides financial planning and wealth management services including investment management, tax planning, retirement planning, estate and inheritance tax planning, intergenerational wealth planning,…

Who does APOLLO PRIVATE WEALTH LTD sell to?

Serves high and ultra-high net worth private clients and families, entrepreneurs, business owners, senior executives, finance and legal professionals, plus charities, trusts and employers seeking…

Key contacts (1)

Nauman Gondal

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£871.4KEstimate

Founded

10 years ago

Since Jan 2016

London

Financial health

Financial Health

Healthy

Healthy · -54% CAGR over 4y

Location

45 Albemarle Street, Mayfair

London, W1S 4JL

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MAYFAIR CAPITAL LIMITED

Mayfair Capital

Wealth ManagementAsset Management

0 employeesInc. 2016LondonCH 10079956

mayfair-capital.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Cash100 / 100

Headcount0 / 100

What does MAYFAIR CAPITAL LIMITED do?

Provides financial advice, investment management and execution-only stockbroking services. Advises private investors and corporate clients on portfolio strategy, private market investments and…

Who does MAYFAIR CAPITAL LIMITED sell to?

Serves private investors and private clients seeking wealth guidance, alongside corporate clients requiring investment or financial strategy support and specialist financial services.

Key contacts (1)

Nigel Martin Dominic O' Sullivan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£462.4K

Founded

10 years ago

Since Mar 2016

London

Financial health

Financial Health

Healthy

Healthy · Profitable · -90% CAGR over 2y

Profitable

Location

Berkeley Suite 35 Berkeley Square, Mayfair

London, W1J 5BF

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Atomos

Wealth Management

2 employeesInc. 2022LondonCH 14194507

atomos.co.uk

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What does Atomos do?

Provides financial planning and wealth management services, including investment advice, portfolio management and bespoke investment solutions for individuals, organisations and charities, helping…

Who does Atomos sell to?

Sells to individuals and families seeking financial planning and wealth management, plus organisations and charities needing investment services. Also serves financial advisers and their clients,…

Key contacts (3)

Cyril Leport

Director

Diya Luke

Director

James Annand Fraser

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£317.3KEstimate

Founded

4 years ago

Since Jun 2022

London

Location

2nd Floor, 5 Hatfields (Alto)

London, SE1 9PG

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Voyager Asset Management Ltd

Voyager Asset Management

Wealth ManagementAsset Management

7 employeesInc. 2018LondonCH 11679992

voyagerassetmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Cash39 / 100

What does Voyager Asset Management Ltd do?

Provides investment management services including bespoke portfolio management, managed portfolio services, and execution‑only stockbroking. Works with financial advisers and private clients, and…

Who does Voyager Asset Management Ltd sell to?

Serves private individuals, companies, trusts and charities with wealth and investment needs, and targets financial advisers seeking portfolio management support for their clients.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£265K

Founded

7 years ago

Since Nov 2018

London

Financial health

Financial Health

Weak

Location

23 Berkeley Square

London, W1J 6HE

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EDISON WEALTH MANAGEMENT LIMITED

Edison Wealth Management

Wealth ManagementAsset Management

8 employeesInc. 2007LondonCH 06198377

edisonwm.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount61 / 100

What does EDISON WEALTH MANAGEMENT LIMITED do?

Provides financial planning, investment management and tax planning advice for individuals, families and business owners. Advises on wealth structuring, portfolio investing, sustainable investment…

Who does EDISON WEALTH MANAGEMENT LIMITED sell to?

Serves private clients including high-net-worth individuals and families, divorcees negotiating settlements, and business owners planning exits or managing newly realised wealth.

Key contacts (1)

Justin Charles Asquith Small

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£966.3KEstimate

Founded

19 years ago

Since Apr 2007

London

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 3% CAGR over 4y

GrowingHiring

Location

22a St. James'S Square

London, SW1Y 4JH

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PROSPERGATE UK LIMITED

Prospergate Group

Wealth ManagementAsset Management

1 employeesInc. 2019SouthgateCH 11788725

prospergate.com

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Financial sub-scores

Computed from 3 filings

Net assets40 / 100

Cash5 / 100

Headcount40 / 100

What does PROSPERGATE UK LIMITED do?

Provides wealth management and investment services for individual and corporate clients, including external asset management, family office support, asset consolidation, fund management, portfolio…

Who does PROSPERGATE UK LIMITED sell to?

Serves affluent private individuals, families, and corporate clients with investable assets, including clients requiring family office or external asset management support.

Key contacts (1)

Marios Orologas

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.8MEstimate

Founded

7 years ago

Since Jan 2019

Southgate

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Solar House, 282 Chase Road

Southgate, N14 6NZ

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Six Degrees Wealth Limited

Six Degrees

Wealth Management

5 employeesInc. 2023LondonCH 15046609

thisis6.com

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What does Six Degrees Wealth Limited do?

Provides wealth management and financial planning services for entrepreneurs, business owners and families. Advises on investment strategy, financial planning and management of personal assets,…

Who does Six Degrees Wealth Limited sell to?

Serves high-net-worth entrepreneurs, business owners, post-exit founders, senior executives, non-executive directors and families seeking purpose-led wealth management advice.

Key contacts (2)

Oliver Raoul Saiman

Director

Katherine Jayne Waller

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£260.3KEstimate

Founded

2 years ago

Since Aug 2023

London

Financial health

—

Financial Health

N/A

Location

71-75 Shelton Street, Covent Garden

London, WC2H 9JQ

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Olympia Wealth Management Ltd

Olympia Wealth Management

Wealth ManagementAsset Management

13 employeesInc. 2011LondonCH 07690337

olympia-wealth.com/en

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Financial sub-scores

Computed from 3 filings

Cash12 / 100

Headcount40 / 100

What does Olympia Wealth Management Ltd do?

Provides asset and wealth management services, including fund management, portfolio management, and investment advisory for private and institutional clients. Also offers private life insurance and…

Who does Olympia Wealth Management Ltd sell to?

Serves private clients and institutional investors in the UK and Italy, including individuals, families and organisations seeking wealth, fund or portfolio management relationships.

Key contacts (2)

Emanuele Rigo

Director

Massimiliano Alfonsi

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.1M

Founded

15 years ago

Since Jul 2011

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

60 Cannon Street

London, EC4N 6NP

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CIGP (UK) Limited

Cigp

Asset ManagementWealth Management

2 employeesInc. 2019LondonCH 12242630

cigp.com

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Financial sub-scores

Computed from 4 filings

Cash98 / 100

Headcount40 / 100

What does CIGP (UK) Limited do?

Provides wealth management, asset management and investment banking services, including securities dealing and advisory, portfolio management, corporate financing, custody, cash management, and fund…

Who does CIGP (UK) Limited sell to?

Serves professional investors, wealthy families, entrepreneurs and corporations seeking private banking, asset management and related financial services, with an emphasis on institutional and…

Key contacts (2)

Hugues le Gouz de Saint Seine

Director

Pierre Abou-Sakr

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£404.4K

Founded

6 years ago

Since Oct 2019

London

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

22 Gilbert Street

London, W1K 5HD

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TRIBE IMPACT CAPITAL LLP

Tribe Impact Capital

Wealth Management

0 employeesInc. 2016LondonCH OC411984

tribeimpactcapital.com

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Financial sub-scores

Computed from 5 filings

Headcount0 / 100

What does TRIBE IMPACT CAPITAL LLP do?

Provides impact-focused wealth management and investment services. Manages model portfolios and bespoke portfolios investing in public and private markets aligned with social and environmental…

Who does TRIBE IMPACT CAPITAL LLP sell to?

Serves impact-focused individuals and families, charities, financial advisers and institutional investors seeking wealth management and investment services aligned with social and environmental goals.

Key contacts (20)

Sean Thomas Farrell

Llp Member

Leonie Pascale Blacknell Taylor

Llp Member

Louise Blanc

Llp Member

Katharine Samuels

Llp Member

Cate Quentin

Llp Member

Christopher William Peter Toy

Llp Member

Holly Andrewes

Llp Member

Sam Branson

Llp Member

Patrick Scheurle

Llp Member

Alice Gaskell

Llp Member

Frederik Willem Kooij

Llp Designated Member

Beatrice Lupton

Llp Member

Siobhan Elizabeth Lazeris

Llp Member

James Roger Crompton Lupton

Llp Member

Camilla Lupton

Llp Member

Sam Lupton

Llp Member

Victoria Lupton

Llp Member

Annabelle Lupton

Llp Member

Harry Catchpole

Llp Member

David Martyn Scott

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£959.8KEstimate

Founded

10 years ago

Since May 2016

London

Financial health

Financial Health

Distressed

Distressed · -65% CAGR over 4y

Financial distress

Location

52 Jermyn Street

London, SW1Y 6LX

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RAMPART CAPITAL LLP

Rampart Capital

Wealth Management

Inc. 2008LondonCH OC336140

rampartcapital.co

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Financial sub-scores

Computed from 2 filings

Cash0 / 100

What does RAMPART CAPITAL LLP do?

Provides investment management and advisory services to high-net-worth individuals and families. Allocates capital across multiple asset classes and investment strategies, constructing diversified…

Who does RAMPART CAPITAL LLP sell to?

Serves wealthy individuals and their families worldwide, alongside institutional and professional investment clients.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1M

Founded

18 years ago

Since Apr 2008

London

Financial health

Financial Health

Distressed

Financial distress

Location

2 St. James'S Street

London, SW1A 1EF

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Dowgate Group Limited (Consolidated)

Dowgate

Wealth ManagementInvestment Banking

52 employeesInc. 2010LondonCH 07404194

dowgate-group.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Dowgate Group Limited (Consolidated) do?

Provides private client stockbroking, discretionary and advisory investment management, and corporate broking services to small quoted and unquoted companies. Also offers wealth management,…

Who does Dowgate Group Limited (Consolidated) sell to?

Serves private clients seeking investment and wealth management, and smaller quoted or unquoted companies requiring corporate broking and capital markets support; also targets investors in boutique…

Key contacts (3)

Colin Mark Hughes

Director

Stuart Melville Parkinson

Director

David John Poutney

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£12M

Founded

15 years ago

Since Oct 2010

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 104% CAGR over 4y

Hiring

Location

15 Fetter Lane

London, EC4A 1BW

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ELIA CAPITAL LTD

Elia Investments

Wealth ManagementAsset Management

2 employeesInc. 2006LondonCH 05825593

eliainvestments.com

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Financial sub-scores

Computed from 5 filings

Net assets34 / 100

Cash36 / 100

Headcount40 / 100

What does ELIA CAPITAL LTD do?

Provides investment advisory and discretionary portfolio management for high‑net‑worth clients. Designs and manages customised portfolios, offers proprietary investment strategies and certificates,…

Who does ELIA CAPITAL LTD sell to?

Serves highly sophisticated ultra-high-net-worth individuals, families and family-office-style private clients, including larger investors seeking private-label fund structures.

Key contacts (2)

Stephan Gaude

Director

Marie Fernandez

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£491.4KEstimate

Founded

20 years ago

Since May 2006

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Carlyle House 235-237 Vauxhall Bridge Road, Lower Ground Floor

London, SW1V 1EJ

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KIFO LIMITED

Credo

Asset ManagementWealth ManagementInvestment Banking

12 employeesInc. 2008LondonCH 06643806

credogroup.com

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets0 / 100

Cash100 / 100

Headcount70 / 100

What does KIFO LIMITED do?

Provides wealth management and investment services to private clients and financial intermediaries, including portfolio management, multi‑asset investment products, research, portfolio modelling,…

Who does KIFO LIMITED sell to?

Serves private wealth clients, financial intermediaries, and asset-management buyers including retail investors, professional asset allocators, discretionary fund managers, multi-managers and risk…

Key contacts (1)

Gregory John Roediger

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.3M

Founded

18 years ago

Since Jul 2008

London

Financial health

Financial Health

Healthy

Healthy · Profitable, Hiring · 10% CAGR over 2y

ProfitableHiring

Location

York Gate, 100 Marylebone Road

London, NW1 5DX

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Y TREE LIMITED

Y Tree

Wealth ManagementFintech

125 employeesInc. 2016LondonCH 10186799

y-tree.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Y TREE LIMITED do?

Provides regulated investment and wealth management advice to high‑net‑worth individuals and families. Uses proprietary technology to aggregate financial accounts, analyse performance, risk and…

Who does Y TREE LIMITED sell to?

Serves high-net-worth individuals and families who want independent oversight of complex personal wealth, financial affairs and lifestyle-related financial planning.

Key contacts (4)

Eliana Magdalene Sydes

Director

John Laurence Hampel

Director

Eric Peretz

Director

Stuart Anthony Cash

Director

Full details & directors in the file

Company vitals

UK Headcount

125

UK Revenue

£13.7MEstimate

Founded

10 years ago

Since May 2016

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 23% CAGR over 4y

Hiring

Location

130 Shaftesbury Avenue

London, W1D 5EU

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AMITIS PARTNERS LIMITED

The Amitis Group

Wealth ManagementAsset Management

5 employeesInc. 2018LondonCH 11370652

theamitisgroup.com/about-amitis

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash100 / 100

What does AMITIS PARTNERS LIMITED do?

Provides wealth management and investment advisory services, including portfolio construction, wealth structuring and financial planning. Develops tailored investment strategies and targeted…

Who does AMITIS PARTNERS LIMITED sell to?

Serves private wealth clients, including high-net-worth individuals, families and family offices, with an emphasis on clients focused on legacy planning, philanthropy and sustainable investing.

Key contacts (1)

Aram Ebrahimi

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£300.7KEstimate

Founded

8 years ago

Since May 2018

London

Financial health

Financial Health

Weak

Location

C/O Simons Muirhead Burton Llp, 87-91 Newman Street

London, W1T 3EY

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Russell Greer Wealth Management Limited

Russell Greer Wealth Management

Wealth Management

3 employeesInc. 2013LondonCH 08534208

russellgreer.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Russell Greer Wealth Management Limited do?

Provides wealth management and financial advisory services to individuals and businesses, including investment planning, retirement planning, protection, mortgages and specialist banking, and…

Who does Russell Greer Wealth Management Limited sell to?

Serves private clients and corporate clients, including business owners, company directors, senior executives, City professionals and sports professionals.

Key contacts (1)

Russell William Greer

Director

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Company vitals

UK Headcount

UK Revenue

£357.2KEstimate

Founded

13 years ago

Since May 2013

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Financial distressTechnical insolvency

Location

9 Hare & Billet Road

London, SE3 0RB

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EMERY LITTLE WEALTH MANAGEMENT LIMITED

Emery Little

Wealth Management

0 employeesInc. 2014LondonCH 08843953

emerylittle.com

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Financial sub-scores

Computed from 5 filings

Net assets98 / 100

Cash79 / 100

Headcount0 / 100

What does EMERY LITTLE WEALTH MANAGEMENT LIMITED do?

Provides chartered financial planning and wealth management services for high‑net‑worth professionals and senior executives, including retirement planning, investment strategy, pension and corporate…

Who does EMERY LITTLE WEALTH MANAGEMENT LIMITED sell to?

Serves high-net-worth individuals with around £1m+ investable assets, especially senior executives and corporate professionals at large organisations, including bp senior leaders, approaching…

Key contacts (3)

Alfie Daniel Mullan

Director

Joanna Aren Pek Little

Director

Andrew Michael Little

Director

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Company vitals

UK Headcount

UK Revenue

£2.7MEstimate

Founded

12 years ago

Since Jan 2014

London

Financial health

Financial Health

Healthy

Healthy · -68% CAGR over 4y

Location

Centro Forum, 74-80,, Camden Street

London, NW1 0EG

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HOTTINGER & CO. LIMITED

Hottinger Group

Wealth ManagementAsset Management

27 employeesInc. 1981LondonCH 01573969

hottinger.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does HOTTINGER & CO. LIMITED do?

Provides wealth management and family office services, including investment advisory, private market investments, credit and cash management services, and financial planning for high‑net‑worth…

Who does HOTTINGER & CO. LIMITED sell to?

Serves high-net-worth families, family offices and US persons seeking private wealth support, with an international client base focused on intergenerational wealth, family assets and investment…

Key contacts (2)

Robert Dante Cloete

Director

Timothy Nicholas Sharp

Director

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Company vitals

UK Headcount

UK Revenue

£4.4M

Founded

45 years ago

Since Jul 1981

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 25% CAGR over 4y

Hiring

Location

4 Carlton Gardens

London, SW1Y 5AA

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Universum Wealth Ltd

Universum Wealth

Wealth ManagementAsset Management

5 employeesInc. 2020LondonCH 12546635

universumwealth.com

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash100 / 100

Headcount100 / 100

What does Universum Wealth Ltd do?

Provides investment and wealth management services, including portfolio management, private market investments and segregated mandates. Develops investment strategies and manages client assets across…

Who does Universum Wealth Ltd sell to?

Serves non-US private and institutional investors, with separate UK and South Africa audiences, including clients seeking portfolio, private market and segregated mandate access.

Key contacts (2)

Christopher Dale Gunter

Director

Jonathan Saul Sieff

Director

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Company vitals

UK Headcount

UK Revenue

£303.7KEstimate

Founded

6 years ago

Since Apr 2020

London

Financial health

Financial Health

Stable

Stable · Hiring · 28% CAGR over 4y

Hiring

Location

C/O Thornbridge, 13 Austin Friars

London, EC2N 2HE

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RS ASSET INVESTMENTS LIMITED

RS Asset Management

Wealth ManagementAsset Management

8 employeesInc. 2021London, MiddlesexCH 13576575

rsassetmanagement.com

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Financial sub-scores

Computed from 2 filings

Cash82 / 100

Headcount83 / 100

What does RS ASSET INVESTMENTS LIMITED do?

Provides wealth management and investment advisory services for affluent individuals, families and business owners. Offers financial planning, portfolio management and post‑liquidity planning to…

Who does RS ASSET INVESTMENTS LIMITED sell to?

Serves affluent families, entrepreneurs and founders after a business exit, business owners, professionals and retirees seeking wealth management and post-transaction planning support.

Key contacts (3)

Mitchell Spanjer

Director

Stefanie Rosen

Director

Sandra Spanjer

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

4 years ago

Since Aug 2021

London, Middlesex

Financial health

Financial Health

Strong

Strong · Hiring · 33% CAGR over 1y

Hiring

Location

55 Loudoun Road, St Johns Wood

London, Middlesex, NW8 0DL

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Twelve Wealth Management Limited

Twelve Wealth Management

Wealth Management

13 employeesInc. 2018LondonCH 11436142

twelvewm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets57 / 100

Cash100 / 100

Headcount67 / 100

What does Twelve Wealth Management Limited do?

Provides financial planning and wealth management advice to private individuals and businesses, including investment management, retirement planning, inheritance tax planning, protection planning,…

Who does Twelve Wealth Management Limited sell to?

Serves private and corporate clients across the UK, including senior executives, company directors, City professionals, contractors, business owners and people planning for or living in retirement.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

8 years ago

Since Jun 2018

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 2y

Hiring

Location

925 Finchley Road

London, NW11 7PE

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SEEFO CAP (I) LTD

Seefo Capital Management

Wealth ManagementAsset Management

1 employeesInc. 2023LondonCH 15273399

seefocapitalmanagement.com

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What does SEEFO CAP (I) LTD do?

Provides private wealth management and multi‑family office advisory services, including asset management, portfolio restructuring, structured finance, and financial strategy consulting. Advises on…

Who does SEEFO CAP (I) LTD sell to?

Serves high-net-worth individuals, families, family offices and institutions seeking private wealth, asset management and structured finance advisory, with capacity to support clients globally.

Key contacts (1)

Shami Thapar

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£689.3KEstimate

Founded

2 years ago

Since Nov 2023

London

Financial health

—

Financial Health

N/A

Location

128 City Road

London, EC1V 2NX

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How London Wealth Management companies work and how to sell to them

What they do

London wealth managers earn recurring revenue by managing or advising on client assets, with planning, implementation and administration fees layered around the investment relationship. Pricing is usually a percentage of assets under management or assets under advice, sometimes combined with fixed fees for financial planning, tax coordination, pension work or trustee reporting. The service shape is part advisory practice, part regulated investment operation: advisers originate and retain relationships, investment teams set mandates and portfolios, and operations teams handle onboarding, reviews, valuation packs and client correspondence. Revenue quality depends less on transaction volume than on client retention, adviser productivity and the firm’s ability to document suitability at each review.

Who they sell to

Most client acquisition is referral-led, with introducers from accountancy, legal, property, corporate-finance and family-office circles carrying more weight than paid performance marketing. Buyers are usually affluent individuals, couples, family members acting under powers of attorney, trustees, charities and small institutional mandates. The decision-maker may be the wealth holder, a trustee board, an investment committee or a professional adviser acting as gatekeeper. Sales cycles tend to be cautious because trust, fee disclosure, investment mandate, tax position and transfer paperwork all have to line up before assets move. Larger mandates can resemble procurement, but most private-client work still converts through direct advice meetings and documented suitability.

What they buy

Wealth management firms tend to spend on systems that reduce adviser administration and evidence compliant advice. Common buying categories include CRM, client onboarding, identity verification, anti-money laundering checks, financial-planning software, portfolio management, rebalancing, client reporting, document management, secure messaging, call recording and complaints handling. Investment operations also create demand for custody administration, market data, performance calculation, fee billing and reconciliation. Around the edges, these firms buy regulatory consultancy, audit support, professional indemnity cover, cyber security, outsourced paraplanning, recruitment, training, accountancy, tax support and private-client marketing. Small adviser teams often prefer managed services where internal operations capacity is limited; larger operators are more likely to scrutinise integration, permissions and audit trails.

Why and how to sell to them

Commercial intent often appears when a firm hires advisers, buys a client book, opens another office, changes senior managers, applies for new FCA permissions or replaces outsourced administration. Those events expose the same friction points: duplicated client files, slow onboarding, inconsistent review notes, fragile reporting processes and limited visibility across advisers. Sellers usually get more traction by tying the pitch to revenue capacity and regulatory evidence rather than generic efficiency. Useful angles include shorter time from prospect meeting to funded account, clearer audit trails for suitability, fewer manual checks before client reviews, safer client communications and easier integration after acquisitions. Claims need to be practical, since buyers will test operational risk, permissions and switching effort.

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 London

Private Equity Companies in London Asset Management Companies in London Corporate Banking Companies in London Financial Advice Companies in London Insurance Companies in London Investment Banking Companies in London See all industries in London

Related directories

Asset Management Companies in London Wealth Management Companies in Edinburgh Financial Advice Companies in London Wealth Management Companies in Birmingham Wealth Management Companies in Bristol Wealth Management Companies in Glasgow Wealth Management Companies in Bournemouth Family Office Companies in London

Frequently asked questions

How many wealth management companies are there in London?

Around 1,475 actively-trading wealth management companies are registered in London. Of those, 41 report turnover above £5M in their most recent filed accounts. This London list covers companies across the wider London travel-to-work area, including surrounding towns — not just the London local-authority boundary.

What counts as a wealth management company in this list?

A company is included when its public website and filed activity descriptions indicate it sells wealth 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 wealth management companies in London?

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 wealth management companies in London 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 41 of the 1,475 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 wealth management companies in London actually do?

How does London wealth management compare internationally?

Cross-border comparisons of wealth 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 wealth management companies in London?

Company sizes in this list vary widely. The median actively-trading wealth management firm employs around 2 people, and median UK turnover across the list is roughly £53k in the most recent filed accounts.

Are these mostly new or established wealth management companies?

234 of the 1,475 actively-trading wealth management companies in this list were incorporated since 2022; the remainder were incorporated before then, so the London 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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