Investment / Fund Management succession in Scotland

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

1,634 of 4,039 investment / fund management companies in Scotland (40.5%) have a director aged 60 or over.

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

Companies measured4,039

Director aged 60+1,634

Exposure rate40.5%

Companies House register·Measured base 3,631,842·Data as at 11 October 2026·Full methodology

4,039

Companies measured

1,634

Director 60+

533

Director 70+

40.5%

Exposure rate

The UK average across all trades is 32.4%; investment / fund management nationally runs at 36.4%.

Measure	Companies
Investment / Fund Management companies in Scotland measured	4,039
Oldest director aged 60 or over	1,634
Oldest director aged 70 or over	533

Of the 1,634 with a director over 60, 127 score 50 or higher on business quality. That figure is 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 West	2,581	40%
South East	5,134	39.8%
Northern Ireland	731	39.4%
Wales	931	38.9%
West Midlands	2,936	38.1%
East of England	3,351	37.2%
Yorkshire & The Humber	2,185	36.5%
East Midlands	2,131	36.3%

Other trades in Scotland

Trade	60+	Rate
Lettings	4,028	37%
Consultancy Services	3,979	40.5%
Retail	2,697	25.3%
Agriculture	2,268	50.9%
Other Leisure	2,235	32.6%
Engineering Services	2,119	33.4%
Investment	2,115	33.3%
Hotel / Accommodation	1,490	46.7%

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 →

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, 11 October 2026. https://www.exitradar.co.uk/succession/fin-investment/scotland/

Need a cut that is not published here, such as 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 3,631,842 active UK companies where Companies House records an age bracket for at least one serving director (94.0% of the 3,863,328 companies on the active register). A company counts as succession-exposed when its oldest serving director is 60 or over. We do not use 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 11 October 2026; updated quarterly, next update January 2027. Full methodology.