We acquire established advice firms
and build an institutional group.
AnchorStone originates, acquires and operates regulated advice and asset-management businesses and brings their client assets onto one shared institutional platform. Client assets are £330m today, building towards a £1.8bn target, and the mandate now reaches beyond the UK into Europe, the Middle East and South Africa.
- £330m
- Client assets under management and custody
- £1.8bn
- Client assets targeted as the pipeline converts
- 01
- Acquisition completed and operating
- 3
- Markets beyond the UK now in view: Europe, the Middle East, South Africa
Thousands of good firms. Few good exits.
The UK and Europe are home to many thousands of owner-managed advice firms and boutique asset managers. A large share of them face the same pressures at once: ageing principals and succession gaps, rising regulatory and compliance costs, technology that gets more expensive every year, and clients who expect an institutional standard of service.
For those owners, a sale to the right institutional partner is the most attractive way to secure their clients' future, reward their staff and realise the value they have built. That creates a deep, continuous supply of high-quality businesses, each one a book of long-standing advised relationships and recurring revenue. The same picture holds across the Middle East and South Africa, where owner-managed firms face the same succession and cost pressures, and that is where the mandate is extending.
One group, four promises
For firm owners
A considered, well-funded exit. We pay fair value for what you have built and look after the clients and staff you leave behind.
For clients and advisers
The same people, the same service, the same name on the door. What changes is the support behind the firm, not the relationship in front of it.
For the group
Every firm moves onto one shared platform for compliance, technology, operations and investment management, cutting cost and risk across the group.
For funding partners
Capital deployed against a defined mandate, with a completed first acquisition behind it. Each deal adds recurring revenue to a base built to compound.
Originate
We build direct relationships with owners of established, regulated firms, often well ahead of any transaction.
Acquire
Disciplined due diligence, considered valuation and deal structures that work for the seller, the management team and the group.
Integrate
The firm joins our Centralised Investment Proposition while keeping its clients, leadership and identity.
Institutional Scale
Each completed acquisition makes the next easier to fund and integrate. The model is built to compound.
Where the value comes from.
AnchorStone is not a holding company that leaves firms alone. Value is created deliberately, in three places at once, and the model is designed so that each completed acquisition makes the next one easier to fund, integrate and grow.
Cost removed
Duplicated infrastructure, overhead and back-office spend disappear as each firm moves onto shared operations, technology, compliance and finance.
Revenue protected and grown
Client and adviser relationships are preserved and the standard of service raised, so recurring revenue holds and grows after completion.
Value in the aggregate
A larger, combined book of advised client assets is worth materially more than the individual firms on their own, both in its economics and on an eventual sale.
Institutional funding partners
Transactions financed with institutional partner capital, with the acquired client assets brought onto the partner's custody and clearing platform.
AnchorStone capital
Businesses acquired with balance sheet and third-party capital, owned outright, and supported by a reinvestment facility that recycles a portion of the assets placed back into the next acquisition.
Structure and terms are matters for agreement with each partner. What does not change is the discipline: we pursue a deal only where the economics and the strategic fit are right, and we are equally prepared to decline one where they are not. Each completed acquisition adds assets and recurring revenue, deepens the platform and helps fund the next. From £330m today, the objective is £1.8bn.
Flexible today. Stronger tomorrow. Built to compound.
Discipline at the centre.
AnchorStone takes board representation in every firm it acquires and sets the terms of reference, delegated authorities and approval framework under which it operates. Consistent risk-management and regulatory-compliance frameworks, covering suitability, conduct and oversight of all regulated activity, are embedded across the group. Financial control, management information and key metrics are standardised so performance can be compared across the portfolio and capital allocated on a properly informed basis.
Jack Hounsom
Chief Executive Officer
Lee Hounsom
Chairman
Mark O'Dornan
Chief Operating Officer
AnchorStone was founded in 2023 by Jack and Lee Hounsom and is owned and run together with Mark O'Dornan. It is the origination and operating arm of the group and leads every acquisition, while the group's holding vehicles contract for, fund and hold each business that completes.
© 2026 AnchorStone Capital Management Ltd. All rights reserved.