We design and operate the acquisition infrastructure modern wealth firms use to source clients, advisers, and succession opportunities — owned by you, measurable end to end, and built for regulated environments.
Most wealth firms have spent the last cycle leaning on M&A. The next cycle rewards firms that can also originate at scale — without compromising on conduct, brand, or data ownership.
As acquisition multiples compress, board-level scrutiny on cost-per-client and pipeline predictability is rising. Origination cannot live entirely inside the deal team.
Acquired books need advisers to service them. The firms winning today treat adviser attraction as a continuous, measurable channel rather than reactive recruitment.
Retiring principals are increasingly engaged through digital channels long before brokers introduce them. Owning that upstream conversation changes the deal terms.
Consumers now blend Google, paid social, and AI assistants in their advice journey. Visibility on each surface is a separate discipline, and none of them stand still.
Financial promotions, Consumer Duty, and approver workflows demand that brand, copy, and data sit inside the regulated firm — not inside an agency tenancy.
Each pillar is run as a discrete programme with its own targets, assets, and reporting — and all four feed the same governance, attribution, and data layer.
High-intent consumer enquiries for the advice categories that drive AUM growth.
You own the ad accounts, landing pages, creative library, and CRM data flows.
Targeted campaigns to attract employed, self-employed, breakaway, and passive-intent advisers.
Funnels and creative are documented so internal talent teams can run the engine in-house.
Digital programmes that surface retiring principals and small IFAs without succession plans.
Audience data and outreach assets are structured for handover to your M&A team.
Discoverability across Google, paid search, paid social, and emerging AI-assisted search journeys.
Content, schema, and entity assets remain on your domain and within your data estate.
The lead-vendor model breaks at the size of a consolidator. What scales is infrastructure — owned, governed, and instrumented to the standard a regulated firm actually needs.
Campaign accounts, landing pages, creative, and attribution data are designed to sit with your firm from day one. If we step out of the picture, the engine continues to run.
Every promotion is structured for review against FCA conduct rules, Consumer Duty, and your approver requirements. We treat sign-off as a workflow, not a checkbox.
Each enquiry is traceable from impression through to onboarded client, with reporting written for board and audit committee scrutiny rather than agency dashboards.
Documentation, accounts, and data architecture are built so the origination infrastructure is transferable — adding measurable enterprise value at scale events or sale.
If you are below ~£500M AUM and looking for tactical lead supply, our standard Lead Generation service is the better starting point.
We work with a small number of wealth firms each year. The first conversation is a structured review of your origination map — across clients, advisers, succession, and AI visibility — with no campaign pitch attached.
Platinum Prospects Ltd works with FCA-authorised firms. We do not provide financial advice. All financial promotions are designed to be reviewed and approved within the regulated firm's own compliance framework.