Operating for over two decades, with a focus on Private Wealth, Fund Management, and Investment Advisory services.
Client base includes high-net-worth individuals, family offices, and institutional investors.
Client count: 350–400, predominantly private clients
Investment opportunity: Acquisition of approximately 30%–50% equity stake available
Continuity assured: Current management team remains in place to drive future growth
Is this business relocatable:
No
Is stock included:
NA
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