Hurst Point Group: Revolutionising Wealth Management for the Future
In recent years, the wealth management sector has seen significant changes, with companies focusing on expanding their services and integrating diverse solutions for long-term client satisfaction. One such company leading the charge in this transformation is Hurst Point Group. As a prominent UK-based wealth management firm, Hurst Point Group is reshaping the future of financial advice and investment management.
This article will explore Hurst Point Group’s journey, its core services, recent acquisitions, and its position in the wealth management industry, providing insight into why it’s becoming one of the most dynamic players in the sector.
Introduction to Hurst Point Group
Hurst Point Group was established in late 2019 with the goal of creating a broad-based wealth management company that combines both financial planning and investment management services. Backed by the global investment firm Carlyle, the company quickly grew in stature after completing the acquisition of Harwood Wealth Management plc in March 2020. This acquisition marked the beginning of Hurst Point Group’s expansion strategy.
Prior to the formation of Hurst Point Group, Hurst Point Capital was created in early 2019 to identify and capitalise on opportunities within the UK wealth management sector. With the support of Carlyle, Hurst Point Capital’s vision of creating a diversified wealth management business soon became a reality. The group’s focus is on delivering a seamless blend of financial planning advice and investment management solutions, making it a highly attractive proposition for individuals looking for comprehensive wealth solutions.
As of 2025, the group has a robust Assets under Advice/Management (AuA/M) portfolio of approximately £5.5 billion, with plans for continued growth through strategic acquisitions.
Hurst Point Group’s Services and Approach
Financial Planning Division
One of the cornerstones of Hurst Point Group is its financial planning division, which plays a crucial role in helping individuals plan their financial futures. Through its brands, notably Argentis and Cedar Financial Planning, the group offers personalised financial planning services that encompass everything from retirement planning to tax optimisation.
With an expert team of advisors, Hurst Point Group ensures that its clients’ financial plans are tailored to their unique goals and circumstances. This bespoke approach allows clients to feel confident that their wealth is being managed with long-term sustainability in mind.
Investment Management Division
Hurst Point Group’s investment management division is another critical component of the business. Operating under the Hawksmoor brand, the group provides a range of investment solutions, focusing on both active and passive investment strategies. The division has built a strong reputation for managing portfolios that are designed to achieve long-term capital growth while managing risk.
The company’s investment philosophy is centred around understanding the client’s risk tolerance and investment objectives, ensuring that portfolios are well-diversified and aligned with their financial aspirations. The group has garnered a significant following for its focus on building tailored investment strategies that prioritise client needs.
Acquisitions Driving Growth
Since its inception, Hurst Point Group has followed a strategic acquisition strategy, acquiring several wealth management businesses to expand its reach and capabilities. Notably, the group has successfully acquired Argentis Financial Planning, Cedar Financial Planning, and Hawksmoor Group Limited, among others. These acquisitions have allowed Hurst Point Group to offer a broader range of services while also increasing its Assets under Advice/Management (AuA/M), now expected to exceed £7 billion.
In its most recent acquisition spree, Hurst Point Group announced the acquisition of three more firms: Gore Browne Investment Management, Metis Financial Planning, Metis Investment Management, and Robinsons Financial Planning. This move is set to significantly increase the group’s scale and capabilities, further enhancing its competitive positioning in the wealth management space.
These strategic acquisitions not only demonstrate the group’s commitment to growth but also its ability to integrate diverse businesses into a unified wealth management platform. By acquiring businesses with complementary expertise, Hurst Point Group can provide clients with a wide array of tailored solutions that meet their individual financial needs.
Creating the Wealth Management Propositions of the Future
What sets Hurst Point Group apart from many of its competitors in the wealth management industry is its focus on creating innovative wealth management propositions. The company believes in blending financial planning advice with investment management solutions to create a more comprehensive service that delivers exceptional client outcomes. This integration of services is essential in a world where clients are seeking a more holistic approach to managing their wealth.
Furthermore, the company is committed to driving client satisfaction and engagement, ensuring that clients feel actively involved in the management of their financial plans and investments. This customer-centric approach helps in building long-term relationships that are crucial to sustaining growth in the wealth management industry.
The Role of Technology in Wealth Management
The wealth management industry is rapidly evolving, and Hurst Point Group is no stranger to this transformation. The company has been at the forefront of adopting cutting-edge technology to streamline its operations, enhance its service delivery, and improve client engagement.
Through advanced tools and platforms, the group is able to offer more efficient financial planning and investment management solutions, ensuring that clients receive the best possible service. The use of technology also allows Hurst Point Group to enhance data analytics capabilities, providing clients with more informed decision-making tools and better insights into their financial portfolios.
Leadership and Vision
The leadership team at Hurst Point Group has played a pivotal role in the firm’s success. In early 2025, the group announced a leadership transition with the appointment of Andrew Westenberger as CEO, succeeding Ian Gladman, who transitioned to the role of non-executive chair. Westenberger brings a wealth of experience in leading financial services firms, and under his leadership, the company is expected to continue its growth trajectory.
The leadership’s vision is clear: to build a leading wealth management business that combines financial planning and investment management in a way that delivers long-term value for both clients and shareholders. As the wealth management industry continues to evolve, Hurst Point Group’s focus on client-centric services and innovative solutions positions it well for the future.
Hurst Point Group: A Vision for the Future
With its strong foundation, strategic acquisitions, and commitment to delivering high-quality wealth management solutions, Hurst Point Group is well on its way to becoming a major player in the UK wealth management industry. By combining financial planning and investment management in an integrated model, the company is creating solutions that are poised to drive long-term client satisfaction, engagement, and shareholder value.
For those looking to learn more about how Hurst Point Group is revolutionising the wealth management industry, visit the Official Website.
Conclusion
As the wealth management industry continues to evolve, Hurst Point Group stands out as a forward-thinking and dynamic firm that is shaping the future of financial services. Its strategic acquisitions, focus on integrated solutions, and commitment to client satisfaction make it a leader in the wealth management space. With continued growth and innovation, Hurst Point Group is poised to set new standards for wealth management in the years to come.
