October 2026
Largest Wealth Management Public Companies in the UK
Benchmark revenue and EBITDA valuation multiples for public comps like
Standard Life, Rathbones Group, XPS Pensions Group, Octopus Apollo VCT and Foresight Group Holdings.
 | Standard Life PLC provides financial products and services related to savings and retirement planning. It serves customers directly, through financial advisers, and through employer-sponsored pension schemes. | $11 | +27% | $11B | $5.8B | 0.1x | 48.5x | ||
| Rathbones Group PLC provides investment and wealth management services to private clients, charities, trustees, and professional partners. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, the company provides unit trust and multi-asset fund products sold through intermediaries to the retail sector. | $20 | -13% | $2.1B | $130M | 0.1x | 0.4x | ||
| XPS Pensions Group PLC is principally engaged in the provision of its consulting and administration services relating to UK pension schemes and insurers. The services provided by the company include Pensions advisory, Covenant advisory, Investment consulting, Administration, Trustee and governance services, Insurance consulting, etc. The company derives maximum revenue from advisory services, which include actuarial and consulting services provided to pension trustees and insurance companies, as well as investment consulting services. | $4 | -7% | $829M | $910M | 2.6x | 11.6x | ||
| Octopus Apollo VCT PLC is a venture capital trust company based in the United Kingdom. The company aims to provide shareholders with attractive tax-free dividends and long-term capital growth by investing in a diverse portfolio of predominantly unquoted companies. The company's portfolio of investments comprises of various unquoted investment instruments, including ordinary and preference shares, loan stocks and convertible securities, to achieve an appropriate balance of income and capital growth. It holds a diversified portfolio by investing in a broad range of industry sectors. | $1 | -4% | $724M | $723M | 32.4x | - | ||
| Foresight Group Holdings is a publicly listed investment manager founded in 1984 and headquartered in London. It manages private-market and listed investment strategies for institutional and private investors across the United Kingdom, Europe and Australia. Its real-assets business invests in renewable energy systems, natural capital, and social, transport and digital infrastructure. Its private-equity and venture teams provide growth capital to smaller companies, with a regional focus in the United Kingdom and Ireland. Foresight also operates listed trusts and tax-efficient investment products for individual investors. The group reported £13.0 billion of assets under management, more than 450 real assets and over 250 SME portfolio companies across seven countries in its current corporate profile. Foresight Group Holdings trades on the London Stock Exchange and earns fees for investment and asset management rather than operating the underlying businesses. | $6 | -2% | $649M | $635M | 2.9x | 7.7x | ||
| Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment. | $9 | -8% | $547M | $501M | 7.0x | 14.4x | ||
| PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer's assets held by the pension scheme. Geographically, it generates the majority of its revenue from the United Kingdom. | $2 | -21% | $402M | $360M | 6.4x | (79.3x) | ||
| Brooks Macdonald Group PLC provides investment management services, handles offshore fund management and administration services, and acts as a fund manager to regulated open-ended investment companies. It provides its services to private investors, pension funds, charities, trusts, high-net-worth families, and employee benefit consultancies. It also offers specialized funds in the property and absolute return sectors and manages property assets on behalf of these funds and other clients. Additionally, the company is involved in international investment advisory services as well. The majority of its revenue is generated from the investment management business. Geographically, the company carries out all of its operations in the United Kingdom. | $20 | -15% | $315M | $312M | 2.0x | 16.9x | ||
| Schroders Capital Global Innovation Trust PLC is a investment company. Its investment objective is to achieve long-term capital growth through investing in a portfolio consisting predominantly of the United Kingdom companies, both quoted and unquoted. The company investing in a diversified global portfolio of private and public equity companies. | $0 | -- | $104M | $101M | - | - | ||
| Ground Rents Income Fund PLC is a closed-ended real estate investment trust (‘REIT’). It invests in long-term ground rents from residential leasehold properties. The company's portfolio consists of freeholds and head leaseholds that generate steady ground rent income. The company's objective is to balance periodic repayment of bank debt with returning cash to shareholders, while optimizing the value of its investments. It is engaged in a single segment of business, being the collection of ground rent from its investment properties. Geographically, the company derives revenue within the UK. | $0 | -35% | $22M | $19M | (10.8x) | - | ||
| Tavistock Investments PLC is a UK-based company that provides support services to a network of independent financial advisories (IFAs) and sells term-life and other protection policies to retail clients. The company's segments include Group (plc), Investment Management, and Advisory Business. It generates maximum revenue from the Advisory Business segment which derives revenue in the form of advisory support commissions. | $0 | -47% | $12M | $7M | 0.2x | (0.8x) | ||
| River Global PLC is principally involved in the provision of asset and wealth management services. | $0 | -73% | $4M | $292K | 0.0x | (0.0x) | ||
| Median | $3 | -13% | $474M | $336M | 2.0x | 7.7x |
Financial data powered by FactSet and Morningstar. Valuation multiples as of current fiscal year. For more data, start your free trial here.
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