Sandstone Asset Management Ltd

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Sandstone Asset Management Ltd - overview

Established

2005

Location

Edinburgh, Scotland, UK

Primary Industry

Financial Services

About

Sandstone Asset Management Ltd provides professional financial services aimed at helping clients meet their financial goals through ethical guidance, including investment management and risk management services. Sandstone Asset Management Ltd was founded in 2005. The company specializes in delivering tailored financial services, operating primarily from its headquarters in [specific location not provided]. Sandstone Asset Management Ltd specializes in providing comprehensive financial services aimed at helping clients achieve their financial objectives through ethical and unbiased professional guidance.


Their core offerings include financial planning, investment management, risk management, and employee benefit solutions, addressing a variety of financial needs such as retirement planning and asset allocation. Serving individual investors, families, and businesses predominantly within the United States, the firm emphasizes a fiduciary approach, prioritizing client interests and fostering long-term relationships based on trust. The revenue model for Sandstone Asset Management Ltd is structured around providing tailored financial services directly to clients. Revenue generation occurs primarily through advisory fees associated with their various services, including ongoing financial planning and investment management.


Clients engage in fee-for-service arrangements, paying based on the complexity of the services they require, which may include flat fees for specific projects or a percentage of assets under management for ongoing services. This direct-to-consumer approach enables the firm to maintain a close rapport with clients, facilitating personalized financial strategies that align with individual goals, while ensuring transparency and upholding fiduciary responsibilities. Sandstone Asset Management Ltd plans to expand its service offerings and geographic reach. The company is currently developing new financial products aimed at enhancing client engagement and satisfaction, with releases anticipated in the upcoming year.


Additionally, Sandstone aims to enter new markets, specifically targeting regions in [mention specific markets if available] by [specific date not provided]. Recent funding will be utilized to support these initiatives by [mention specifics if available].


Primary Industry

Financial Services

Sub Industries

Financial Services

Website

https://grantassetmanagement.com

Total Amount Raised

Subscriber access only

Sandstone Asset Management Ltd - financials

Fiscal Year EndedMar 31, 2018Mar 31, 2019Mar 31, 2020Mar 31, 2021Mar 31, 2022
Revenue (USD)11,079,45514,046,377---
% Revenue Growth (YoY)-26.8%---
EBITDA (USD)159,108906,595---
Operating Income (USD)58,959797,247---
Operating Margin0.5%5.7%---
% EBITDA Margin1.4%6.5%---
NET Income (USD)51,433582,946---
% Net Margin0.5%4.2%---
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