If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it.
The RIA market across the United States consists of over 36,000 firms, which means that while there are more than enough to choose from when looking for new clients, narrowing down the list to only those that allocate to outside managers is going to be key.
Here at Dakota, we’ve raised over $6 billion from over 350 RIAs, and that has been possible because we qualify and curate our list to only RIAs that allocate to outside managers.
In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in each major metro area across the country. To determine our list, we looked for three things:
In this article, we're highlighting the top 10 RIAs in London from our curated institutional investor database, Dakota Marketplace.
However, this is by no means a “best of” list, as there are so many high quality RIAs in London. By the end of the article, you'll have a clear idea of the landscape and who you can be calling on.
About: Bedrock is driven by their belief in the significant positive impact that wealth holders and wealth managers can have on the world; whether that is from aligning investments to matters at the heart of their clients’ interests to how we support our team members in engaging with SRI & CSR matters.
At the core of the business is the requirement to manage clients’ wealth in a way that accounts for their personal preferences, interests, needs and objectives; this calls for the firm to engage in a progressive transition towards sustainable responsible investing (SRI) and not for a radical ‘one-size-fits-all’ approach.
About: London & Capital was founded in 1986, and in the thirty years since then, they have kept and nurtured a pioneering and entrepreneurial spirit, working in partnership with clients, many of whom have been with the firm since its inception in 1986.
Their clients entrust L&C to manage more than $5.54 billion of discretionary assets on their behalf, and the firm growing all the time as investors from all over the world recognize the value of our collaborative approach.
About: Highvern has over $10 billion under administration across a wide range of asset classes including direct and portfolio investments or funds, real estate, luxury assets and substantial operating businesses.
About: Hanson Asset Management is an independent, full service investment and wealth management company headquartered in London. They provide a wholly personal approach by providing bespoke, personalized services that focus on their client's particular needs with a view to achieving their financial goals for generations to come.
About: Cazenove builds family wealth over the long term, while helping clients achieve their wider goals. To do this, they work closely with families and their advisers to create tailored solutions that reflect their individual circumstances. Cazenove designs investment portfolios that match their clients' requirements and brings additional services that protect and grow wealth.
About: Aqua first opened its doors in 2012 as a small independent firm with a handful of clients but a big vision. Over the last 8 years Aqua has grown into a team of over 34 people with operations in Europe, Channel Islands, UK and the Middle East.
Collectively, t heAqua team has provided family business services to wealthy families for over 30 years, and in some cases, work with several generations of the same family; ensuring their financial expectations are achieved as the family wealth is protected and handed down.
About: Agenda Invest was set up in 2010 with the aim to offer to a limited group of entrepreneurs and their families a fully dedicated and complete wealth management service that is tailored to their ever-changing needs. In the years following, the range of services broadened and the team has grown as a consequence of the progressive success of the approach.
The Agenda team believes that the combination of talented individuals from diverse backgrounds and the innovative wealth management tools is what makes Agenda’s offering unique. They intend to keep growing our business by largely focusing on our core competencies and building trust.
About: Founded in 2008, Sun Global is an ideas-centric financial services company for clients, covering developed and emerging markets. Harnessing the expertise of an international team of professionals, drawn from some of the world's most renowned banks, investment houses and brokerage institutions, Sun Global works across multi-asset classes to present the most current investment opportunities to clients worldwide.
Mekhalfia's origins date back to 1933, when it was known as Mekhalfia Global. Now, Mekhalfia Group is one of its subsidiary which was formed in 2001.
Mekhalfia Group is a family office, specializing in international affairs; the team advises public and private clients on the best options and programs available for acquiring an alternative market for their business needs.
About: Otium Partners Lending Consultancy service, led by Managing Director Jeff Durant is designed to assist businesses and families with all their borrowing requirements; whether raising finance to support growth or asset acquisition, refinancing existing debt facilities, realizing value by releasing equity tied up in assets or restructuring debt in situations involving financial stress.
While the above are the RIAs in London with the highest AUM, you can access the complete list of London RIAs in Dakota Marketplace. To find out more, we'd love to offer a free trial of the platform.
Written By: Gui Costin, Founder, CEO
Gui Costin is the Founder and CEO of Dakota.
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