Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000

Current turn over circa: £550,000

Offers over: £1,750,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Additional Notes: Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000

The £45m of FUM is comprised of over 65 clients resulting in an average client portfolio size of over £700,000. Thus, resulting in an easy integration with very profitable clients.

For more information please call 01765 698 699 and quote the reference number 30629

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