StratEx Group UK Revenue

About StratEx Group UK

StratEx is a privately-owned group of companies specialising in the development and execution of financial strategies and wealth management services for HNW families, entrepreneurs, SME business owners, financial institutions and other wealth advisers. We operate across B2C and B2B2C channels, creating value for our clients and partners in three ways: 1. We combine investment management, bespoke financial and tax planning, and corporate strategic advice under one roof. Our clients benefit from a comprehensive, integrated roadmap for their family wealth, business and financial interests. 2. We are systematic operators; our leading-edge tools and infrastructure with best-in-class counterparties drive efficient, robust and scalable propositions, which deliver first-class results. 3. We have a successful track record in building and reaslising value for our clients and partners over the long term. The Private Investment Office (TPIO Ltd) is a wholly-owned member of the StratEx Group, authorised and regulated by FCA for financial advice, stockbroking, discretionary investment management and corporate finance. TPIO also represents the template business and operating model that we have extended to our family of B2B businesses. Via Private Label Wealth, we offer private bankers, investment managers and relationship managers the opportunity to join us and leverage our business model and wealth management infrastructure to significantly benefit them and their clients. Fabric Wealth Solutions delivers a turnkey business model to help start-up wealth managers and established professional services firms to create a family office proposition for their HNW clients. Via Fabric Business Solutions, we provide strategic business advice and consultancy to financial institutions, and tailored mandates for SME business owners, as part of our Multi-Family Office proposition.

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