Hurst Point Group Limited

Based in the UK, Hurst Point Group Limited operates as a wealth management firm, delivering personalized financial solutions and investment management services to high net worth individuals and institutional clients. Hurst Point Group Limited is a wealth management firm formed in 2019 in Jersey, UK. In March 2026, Shackleton Advisers Limited, a portfolio company of Lee Equity Partners, agreed to acquire Hurst Point Group Limited from Carlyle Group. Financial terms were not disclosed.

The transaction was completed in April 2026. Ian Gladman serves as the CEO of the company. Hurst Point Group Limited offers a comprehensive suite of wealth management services designed to address the diverse financial needs of its clients. Central to its offerings are tailored financial planning services delivered by approximately 100 independent financial advisers, alongside a robust array of investment management solutions.

The investment management division operates under the Hawksmoor brand and includes bespoke discretionary services, specialist multi-asset funds, and model portfolios crafted to optimize client returns while managing risk. These services are targeted primarily at high net worth individuals and families, as well as institutional clients, helping them achieve their financial objectives and secure their financial futures. Hurst Point Group Limited operates extensively within the UK market, extending its services to clients in key regions such as London, Exeter, and Waterlooville, and aims to establish a national presence through strategic acquisitions and organic growth. Hurst Point Group's revenue model is primarily derived from fee-based services associated with its financial planning and investment management offerings.

Clients engage with the firm through various structures, including direct-to-consumer and B2B transactions, where they receive bespoke financial solutions and investment strategies tailored to their specific needs. The firm capitalizes on its expertise to charge management fees and advisory fees, with clients benefiting from transparent pricing models that reflect the quality of service provided. This structured approach ensures that clients, whether individuals or institutions, receive high-value financial advice and management services that align with their financial goals. The company continues to expand its footprint through strategic acquisitions, enhancing its service offerings and increasing its overall revenue-generating capacity.

Hurst Point Group Limited is focused on expanding its service offerings and geographical presence. Although specific new products have not been disclosed, the firm is expected to leverage its recent funding to enhance its wealth management capabilities. The company aims to penetrate additional markets across the UK, with plans for strategic acquisitions and organic growth to support this expansion. Recent funding will facilitate these initiatives as the firm seeks to strengthen its market position.