The company provides clients with wealth allocation, pension planning, and portfolio analysis services. Its technology-driven wealth management platform starts with a thorough analysis of the client’s financial situation, which leads to the development of a personalized investment plan and asset allocation. Its investment strategies aim to maximize long-term returns while minimizing risk. The firm is headquartered in London, United Kingdom.
Exponent Investment Management is an independent, fee-based financial advisor that provides investment portfolio management and financial planning. Its advisors meet with their clients over the phone or via virtual meetings and pride themselves on being fiduciaries, meaning they are legally bound to put their clients’ interests ahead of their own. The firm aims to be transparent with its clients at all times and provides access to online accounts so that they can check their portfolios at any time.
A Guide to Wealth Management with Exponent Investment Management
The firm has a strong focus on founder-owned companies and invests in businesses across Europe, particularly Ireland. It has invested in such enterprises as H&MV, Ethos Engineering, and Chanelle Pharma, among others. It has also partnered with several multinationals, including Babson Capital Management.
Founded in 2004, Exponent Investment Management is a private equity firm that seeks to make investments in the media, consumer, and business service sectors. Its investors include Christopher Graham, Hugh Richards, and Richard Campin. Get detailed information on Exponent Investment Management and all of its portfolio companies in the PitchBook Platform.
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