Hurst Point Group

Hurst Point Group company information, Employees & Contact Information

Hurst Point Group is a UK-based wealth management group, backed by Carlyle with current Assets under Advice or Management (AuA/M) of approximately £5.5 billion. The Group was created in late 2019 in connection with the proposed acquisition of Harwood Wealth Management plc that completed in March 2020. Its predecessor firm, Hurst Point Capital, was set up in early 2019 with support from Carlyle to identify opportunities to develop a broad-based UK wealth management group through an initial acquisition and subsequent activity. Since the initial acquisition, the Group has acquired the Argentis financial planning business, Cedar Financial Planning, Hawksmoor Group Limited (a boutique investment management business) and a number of other smaller businesses. The Group has recently announced the acquisition of three other firms: Gore Browne Investment Management, Metis Financial Planning and Metis Investment Management, and Robinsons Financial Planning. The effect of these acquisition is expected to increase the Group’s AuA/M to approximately £7 billion. Hurst Point Group is focussed around two elements of the wealth management industry: the provision of Financial Planning Advice and associated Investment Management solutions. We believe combining the best of these elements can create propositions of the future that will drive long term sustainable client satisfaction, customer engagement and shareholder value.

Company Details

Employees
23
Address
Manager Jobs
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
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News

Hurst Point Group names new CEO for Hawksmoor - Money Marketing

Hurst Point Group names new CEO for Hawksmoor Money Marketing

Hurst Point Group completes £1bn Helm Godfrey deal - Professional Adviser

Hurst Point Group completes £1bn Helm Godfrey deal Professional Adviser

PE-backed Hurst Point Group buys London-based firm - FT Adviser

PE-backed Hurst Point Group buys London-based firm FT Adviser

Wealth manager Hurst Point Group buys Helm Godfrey in £1.5bn deal - Investment Week

Wealth manager Hurst Point Group buys Helm Godfrey in £1.5bn deal Investment Week

Hurst Point Group completes Helm Godfrey acquisition - Money Marketing

Hurst Point Group completes Helm Godfrey acquisition Money Marketing

Hurst Point reshuffles management team - FT Adviser

Hurst Point reshuffles management team FT Adviser

Hurst Point Group claims former Sanlam Wealth CEO John White - Investment Week

Hurst Point Group claims former Sanlam Wealth CEO John White Investment Week

Hurst Point Group buys Helm Godfrey with £1bn AUA - Money Marketing

Hurst Point Group buys Helm Godfrey with £1bn AUA Money Marketing

PE-backed Hurst Point Group buys financial planning firm - FT Adviser

PE-backed Hurst Point Group buys financial planning firm FT Adviser

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