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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 Gr Hldgs.
 | 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. | $10 | -- | $10B | $5B | 0.1x | 4.4x | ||
| Rathbones Group PLC provides investment and wealth management services to private clients, NPOs, and trustees. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, Rathbone provides unit trust and multi-asset fund products sold through intermediaries to the retail sector. Nearly all the funds under management fall under the investment management category, with private clients contributing the majority of a portion of assets. | $26 | -- | $3B | $3B | 2.3x | 8.4x | ||
| XPS Pensions Group PLC is a UK employee benefits consultancy and related business services. The services provided by the company include Pensions, Investment, National Pension Trust Administration, and Self-Invested Pensions. The company derives maximum revenue from Pensions Actuarial & Consulting followed by Pensions Administration, Pensions Investment, National Pension Trust (NPT), and SIP. | $4 | -21% | $828M | $933M | 3.0x | 10.0x | ||
| 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 | -- | $728M | $728M | 32.8x | - | ||
| Foresight Group Holdings Ltd is an asset management company. The company is an independent infrastructure and private equity investment manager. It invests in renewable energy businesses and social infrastructure projects. | $6 | -- | $647M | $615M | 3.0x | 7.2x | ||
| 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. It operates in a single geographical location, the United Kingdom. | $2 | -18% | $437M | $394M | 6.9x | 380.7x | ||
| 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 | -- | $22M | $33M | (19.0x) | - | ||
| River Global PLC is principally involved in the provision of asset and wealth management services. | $0 | -- | $10M | $3M | 0.2x | (0.2x) | ||
| Median | $3 | -19% | $688M | $672M | 2.6x | 7.8x |
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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