Sold
£1,100,000
Boutique Investment Manager Generating £1.1m in Revenue Managing 100 Households
Ref: 31128
Current Turnover
£1,100,000
Offers Over
£7,000,000
Established
20 to 25 years
Gross Recurring Revenue
1-2m
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £1,100,000
Offers over: £7,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 1 to 3
Locations: Greater London,Greater London
Additional Notes:
- Average portfolio size of invested assets is c.£1 million per client
- The business runs model portfolios all on platform with a total expense for clients falling between c.1.6-1.8%
For more information please call 01765 698 699 and quote the reference number 31128 ask for Toby Holbrey
