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Bestinvest

Bestinvest

Investment type Buyouts
Region UK
Status Current investment

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Bestinvest provides impartial investment advice, discretionary wealth management and financial planning to mass-affluent and high net worth individuals. It has over 50,000 clients and around €5.5bn of client assets.

Bestinvest pioneered the concept of providing investment advice with discounted investment charges and is still only one of a handful of companies to offer such a service.

Bestinvest’s high net worth discretionary investment management service, launched in June 2003, now has approximately €1.5bn of client assets and the company has a successful fee-based financial planning service.

Bestinvest is focusing on organic growth through broadening its range of services, and improved marketing to grow funds under management.

There is also the opportunity for non-organic growth through businesses offering complementary services and/or funds under management.

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