Investment / Fund Management succession in West Midlands

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

2,542 of 6,863 investment / fund management companies in West Midlands — 37% — have a director aged 60 or over.

That is the 6th highest of 10 UK regions for this trade.

Companies measured6,863

Director aged 60+2,542

Exposure rate37%

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

6,863

Companies measured

2,542

Director 60+

855

Director 70+

37%

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 West Midlands measured	6,863
Oldest director aged 60 or over	2,542
Oldest director aged 70 or over	855

Of the 2,542 with a director over 60, 174 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
Scotland	1,505	40.7%
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%
Yorkshire & The Humber	2,124	36.9%
East Midlands	1,737	36.2%

Other trades in West Midlands

Trade	60+	Rate
Consultancy Services	5,026	38.2%
Lettings	4,854	33.7%
Retail	3,544	20.8%
Investment	2,985	27.5%
Other Leisure	2,403	30.2%
Property Development	1,996	43.3%
Engineering Services	1,859	37.3%
IT Services / Consultancy	1,647	21%

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 West Midlands.

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 West Midlands", UK Business Succession Index, 13 August 2026. https://www.exitradar.co.uk/succession/fin-investment/west-midlands/

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.