EN#0325 – FCA Alternative Investment Advisory Boutique for sale

An opportunity to acquire a rare FCA-authorised London-based alternative investment advisory firm with a 25+ year operating history, durable regulatory standing, and an established high-trust European investor network. 

Established in 1999, it offers immediate access to a regulated UK advisory structure with long-standing cross-border investor relationships in Germany, Austria, and other key European markets. 

Key Highlights:

• Company Profile: London-based alternative investment advisory firm established in 1999 with 25+ years of continuous operating history. The firm specialises in fund research and selection, client advisory, fund introductions, and structuring of investment vehicles (notably Luxembourg structures). Current focus areas include Timber Investments, Hedge Funds, Private Debt, and Real Estate Funds. 
• Regulatory Position: Authorised and regulated by the FCA since 1 December 2001 (FRN 195914). Permissions include advising on investments and arranging deals in investments. The firm cannot hold client money. The entity provides a durable FCA advisory platform, offering a significant timing advantage compared to applying for a new authorisation.
• Client Base & Relationships: Approx. 20 high-trust, long-term client relationships primarily in Germany, and Austria, alongside broader European reach. 
• Active Mandates: Active timber funds mandates currently reflect client interest exceeding 100m-150m per mandate, with fee participation linked to management fee percentages. 
• Pending Mandates: Finnish Timber Fund (Vienna investor introductions; EUR 50-100m target) and US/UK medical services venture capital fund (Luxembourg structuring & introductions).
• Indicative Business Projections:
  • 2026: ~EUR 270,000
  • 2027: ~EUR 900,000
  • 2028: ~EUR 1.3M
• Integration & Transition:
  • Change of control approval required from the FCA (typically 3-4 months).
  • Optional name change post-approval (with sellers retaining first right to reacquire name if changed).
  • Rapid operational integration possible.

This FCA-regulated alternative investment advisory boutique represents a rare opportunity to acquire a long-established, clean, and operational UK advisory platform with recognised alternative asset expertise, durable European investor relationships, tax efficiencies, and immediate regulatory infrastructure for alternative asset distribution and structuring. 

For further information on the sale of this FCA-Regulated Alternative Investment Advisory Boutique, please contact our Mergers & Acquisitions team at info@salvusfunds.com. More entities for sale can be found within our Entity Acquisition or Sale service.

SALVUS Funds’ teams can be engaged for guiding on new license authorisations for payment services, ongoing regulatory compliance consultancy for licensed entities, and support in successfully acquiring ready-made regulated entities.

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