Investment / Fund Management: business succession in the UK

Name: Investment / Fund Management business succession in the UK
Creator: ExitRadar
License: https://www.exitradar.co.uk/terms

33,058 UK investment / fund management companies — 36.6% — have a director aged 60 or over.

4.1 points above the all-trades average of 32.5%.

Companies measured90,256

Director aged 60+33,058

Exposure rate36.6%

Companies House register·Measured base 3,475,770·Data as at 13 August 2026·Full methodology

90,256

Companies measured

33,058

With a director 60+

11,303

With a director 70+

36.6%

Exposure rate

Of the 33,058 with a director over 60, 2,026 score 50 or higher on business quality — an output of our own scoring model, not a Companies House figure. How we score it.

Investment / Fund Management by region

Region	Companies	60+	Rate
Scotland	3,698	1,505	40.7%
South East	10,874	4,380	40.3%
South West	6,178	2,473	40%
Wales	2,412	961	39.8%
Northern Ireland	1,698	656	38.6%
East of England	6,948	2,597	37.4%
West Midlands	6,863	2,542	37%
Yorkshire & The Humber	5,758	2,124	36.9%
East Midlands	4,795	1,737	36.2%
North West	9,132	3,287	36%
North East	1,842	662	35.9%
London	30,013	10,116	33.7%

Combinations with fewer than 250 measured companies are not listed separately. They are still counted in every total on this page.

Next step

This page counts director ages across the whole register. If you are looking to buy rather than to research, our Financial Services pages go further: we score each company on business quality and exit timing, and shortlist the ones worth approaching.

See UK Financial Services →

Part of the UK Business Succession Index.

Cite this page

These figures are free to quote and reproduce, including in commercial work, with attribution to ExitRadar and a link to this page.

ExitRadar, "Investment / Fund Management: business succession in the UK", UK Business Succession Index, 13 August 2026. https://www.exitradar.co.uk/succession/fin-investment/

Need a cut that is not published here — a different trade grouping, a finer geography, or the underlying distribution? Get in touch and we will usually provide it. Methodology.

Method. Figures cover the 3,475,770 active UK companies where Companies House records an age bracket for at least one serving director — 93.8% of the 3,706,712 companies on the active register. A company counts as succession-exposed when its oldest serving director is 60 or over — not the board average, which would hide a 70-year-old founder sitting alongside younger co-directors. The business-quality figure covers only the subset our model assesses — see the methodology for why that is far smaller than the number with filed accounts. Data as at 13 August 2026; updated quarterly, next update October 2026. Full methodology.