Investment / Fund Management succession in Scotland

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

1,505 of 3,698 investment / fund management companies in Scotland — 40.7% — have a director aged 60 or over.

That is the 1st highest of 10 UK regions for this trade.

Companies measured3,698

Director aged 60+1,505

Exposure rate40.7%

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

3,698

Companies measured

1,505

Director 60+

506

Director 70+

40.7%

Exposure rate

The UK average across all trades is 32.5%; investment / fund management nationally runs at 36.6%.

Measure	Companies
Investment / Fund Management companies in Scotland measured	3,698
Oldest director aged 60 or over	1,505
Oldest director aged 70 or over	506

Of the 1,505 with a director over 60, 135 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 in other regions

Region	60+	Rate
South East	4,380	40.3%
South West	2,473	40%
Wales	961	39.8%
Northern Ireland	656	38.6%
East of England	2,597	37.4%
West Midlands	2,542	37%
Yorkshire & The Humber	2,124	36.9%
East Midlands	1,737	36.2%

Other trades in Scotland

Trade	60+	Rate
Lettings	3,930	37.6%
Consultancy Services	3,898	40.8%
Retail	2,680	25.9%
Agriculture	2,266	51.5%
Other Leisure	2,250	32.8%
Investment	2,104	33.7%
Engineering Services	2,065	33.5%
Hotel / Accommodation	1,447	47.1%

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 →

See all Investment / Fund Management succession data or everything in Scotland.

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 succession in Scotland", UK Business Succession Index, 13 August 2026. https://www.exitradar.co.uk/succession/fin-investment/scotland/

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.