Company overview

We are a global wealth management business founded in 1998. With a team of more than 100 people, we have assets under custody in excess of £5.5bn (£1.5bn of which is under management), represented by over 8,000 portfolios. Our values form the cornerstones of our business. We focus on long-term success and build relationships based on trust. This results in meaningful and lasting partnerships with both Private and Financial Intermediary clients.
Founded in 1998
London, England, GBR
158 employees (3 in marketing)
0% recommend to a friend
0% positive business outlook

Salaries

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People

Headcount trend

Company growth over the last 12 months

Headcount +10.5% year over year

Audience

Monthly website visitors
6.5K
Month over month+26.6%
Quarter over quarter+50.1%
Top sourceSearch (51.8%)
Ad budget per month$0.0
Average search rank42.1
Traffic source mix
Search
51.8%
Direct
32.3%
Referral
8.6%
Social
5.5%
Paid referral
1.5%

LinkedIn followers

Follower count and growth

Total followers

4.5K

12-mo growth

+15.1%

Monthly growth

+1.4%

News

Links