Stanhope Consulting

Stanhope Consulting is a UK-based investment firm focused on providing asset management and advisory services to a diverse clientele, including private clients and corporations, to facilitate effective wealth management and financial growth. Stanhope Capital LLP, trading under the name Stanhope Consulting, founded in 2004, is based in London, UK. The firm specializes in investment management and advisory, serving a global clientele. The founder’s specific history is not publicly available.

The company was involved in a notable deal on 3rd September 2025, when CI Private Wealth, backed by Ares Management, Bain Capital, Flexpoint Ford, and Mubadala Capital, agreed to acquire Stanhope Consulting. Stanhope Consulting is a global investment firm specializing in asset management and advisory services tailored for a diverse clientele, including private clients, corporations, and non-profit organizations worldwide. The firm offers a range of investment solutions designed to address the complexities of wealth management, risk mitigation, and sustainable financial growth. Through their core product offerings, which encompass discretionary portfolio management, strategic advisory services, and comprehensive financial planning, Stanhope Consulting aims to provide customized strategies that align with the specific goals and risk profiles of their clients.

Their services cater to a global market, serving clients in North America, Europe, and various emerging markets, thereby addressing a broad spectrum of investment needs and preferences. The firm’s commitment to excellence and client-centric approach positions them as a trusted partner in navigating the intricacies of today's financial landscape. Stanhope Consulting generates revenue through various service models, including asset management fees, advisory fees, and performance-based incentives linked to client investment outcomes. Typically, the firm enters into agreements wherein clients retain them for ongoing portfolio management and strategic advisory services.

Revenue is structured around a combination of flat fees for specific services and a percentage of assets under management, creating a performance-driven partnership that aligns the firm's interests with those of its clients. Flagship offerings in their portfolio management services may include tailored investment strategies that focus on specific asset classes or geographical markets. By fostering long-term relationships with clients, Stanhope Consulting ensures a steady revenue stream while delivering value through its specialized financial solutions. The rationale behind this acquisition is to strengthen CI Private Wealth's position as a global wealth management leader.

The firm plans to leverage this acquisition to enhance its product offerings and expand into new geographic markets. Specific markets targeted for expansion have not been disclosed, but the acquisition is expected to support these initiatives and deepen their service capabilities.