ARC

What ARC does

ARC (Asset Risk Consultants) is an independent, employee-owned investment consultancy established in 1994, providing investment advice, portfolio strategy, manager research, and ongoing oversight to high-net-worth individuals and families, trustees of private clients and charities, and professional advisers. The firm operates from offices in St Peter Port (Guernsey, headquarters), London, and St Helier (Jersey), holding more than $24bn in client assets under advice that are custodied with third-party banks and asset managers. Three regulated legal entities — Asset Risk Consultants Limited (Guernsey, primary), Asset Risk Consultants (UK) Limited (FCA-authorised, SEC- and OSC-registered), and Asset Risk Consultants (Jersey) Limited (JFSC-authorised) — together deliver a unified service proposition grounded in independence from product distribution and conflicts of interest.

The core product set comprises investment consultancy services, manager research and selection, discretionary portfolio management, portfolio performance reporting, investment strategy formulation, capital deployment advisory, and provider oversight services. There is no software platform, mobile app, or API — delivery is via direct advisory engagement through the firm's offices. Revenue is generated primarily through quarterly asset-based fees, supplemented by hourly-based fees, fixed fees, and project-based consulting fees, with a $5M minimum account size anchor signalling an enterprise/HNW positioning rather than mass-affluent. The firm employs 40+ investment professionals (and 101-250 total staff per firmographics), has 200+ active client relationships, and operates a sales-led go-to-market driven by long-standing relationships and repeat professional referrals rather than broad marketing.

ARC's competitive position rests on employee ownership eliminating external shareholder incentives, regulatory licensing across five jurisdictions (FCA, SEC, Guernsey FSC, JFSC, OSC), and a 30-year track record of operating through multiple market cycles. Customer concentration risk appears moderate given 200+ clients spread across HNW, trustee, and professional-adviser segments, though average relationship size at ~$120M AUM per client ($24bn / 200+) indicates a relationship-heavy book with meaningful anchor accounts. Expansion vectors visible in the data are limited but include the Canada regulatory presence and ongoing analyst hiring.

Name

ARC

Legal name

Asset Risk Consultants Limited

Website

https://assetrisk.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

51–100 employees

Short description

ARC is an independent, employee-owned investment consultancy providing portfolio strategy, manager research, and performance oversight to high-net-worth families, trustees, and charities, overseeing $24bn in advised assets across the UK, Channel Islands, and Canada.

Ownership category

akta.pro rank

Product category

Investment Consultancy

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Investment consultancy
• Portfolio management
• Manager research
• Wealth advisory
• Risk assessment

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Others, Marketing or Sales

Revenue model

1. Asset-Based Fees: Payable quarterly in arrears. Since the fees are asset-based (based on the value of the account), this creates an incentive to increase account value.
2. Hourly-Based Fees: May be charged upon agreement with a client depending upon the service provided.
3. Fixed Fees: May be charged upon agreement with a client depending upon the service provided.
4. Direct Fees: Consulting fees, travel fees, hourly fees, initial audit investment fees and/or minimum fees may be charged upon agreement with a client depending on services provided.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

ARC is an independent investment consultancy providing advice on investment strategy, risk, and oversight to high-net-worth individuals, families, trustees, and charities. The firm conducts manager research and selection, ongoing portfolio performance reporting, and independent scrutiny of third-party advisers on assets held with custodians. Services are delivered through direct advisory engagements across offices in London, Guernsey, and Jersey.

Product overview

ARC (Asset Risk Consultants) is an investment consultancy firm offering a unified service centered on independent investment advice. The core offering encompasses investment strategy, manager research and selection, portfolio performance reporting, and ongoing oversight of third-party advisers. Services are delivered through direct advisory engagements rather than a software platform, with approximately $24bn in client assets under advice. The firm operates from offices in London, Guernsey, and Jersey, serving private clients, trustees, and charities.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Consultancy Services Independent investment advice providing portfolio strategy, risk assessment, and ongoing oversight for private clients, trustees, and charities with complex wealth management needs.
• Manager Research Research and selection of discretionary investment managers, evaluating investment managers and their strategies for client portfolios.
• Portfolio Performance Reporting Ongoing monitoring and reporting of portfolio performance against objectives and benchmarks.
• Portfolio Management Services Discretionary investment management services including selection and monitoring of discretionary investment managers, with account monitoring on an ongoing basis.
• Investment Strategy Services Strategic guidance on investment approach, risk tolerance definition, and long-term portfolio structure.
• Capital Deployment Advisory Advice on deployment of capital across asset classes and investment vehicles.
• Provider Oversight Services Independent scrutiny and oversight of banks, wealth managers, and investment advisers to ensure alignment with client objectives.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Stonehage Fleming: Multi-jurisdictional family-office and investment advisory firm serving HNW individuals, trustees, and families across the UK, Channel Islands, Switzerland, and beyond. Closely aligned with ARC in client segments (HNW, trustees, charities) and in providing independent investment advice and oversight.
• Brown Brothers Harriman: Private partnership providing investment management, custody, and trust services to private clients and institutions. Comparable to ARC in serving HNW clients and trustees with independent investment advice, though it also offers custody and banking.
• Cazenove Capital (Schroders): UK wealth manager serving private clients, family trusts, and charities with discretionary investment management and advisory services. Direct competitor to ARC in the UK private wealth and trustee segments, with a comparable fee-based model.
• Rathbones Group: UK wealth manager providing investment management, advisory, and trust services to private clients, charities, and trustees. Directly comparable to ARC in serving HNW individuals and trustees in the UK with fee-based investment advisory services.
• Evelyn Partners: UK wealth management and professional services firm serving private clients, families, and trustees with investment management and advisory services. Comparable to ARC in client segments (HNW, trustees) and in offering independent fee-based investment advice in the UK market.
• Mercer: Global investment consulting arm of Marsh McLennan, providing independent investment advice, manager research, and portfolio oversight to institutional and private wealth clients. Directly comparable to ARC's investment consultancy and manager research offerings, though at significantly larger scale.
• Cambridge Associates: Investment advisor to endowments, foundations, and private clients, providing manager research, portfolio construction, and performance reporting. Closely mirrors ARC's niche focus on sophisticated private wealth and trustees, with overlapping service lines in research and oversight.

Broad incumbents

• Aon: Global professional services firm with a sizable investment consulting practice serving institutional investors and private wealth. Comparable to ARC in providing independent investment advice and manager research, but as part of a much broader risk, health, and reinsurance portfolio.
• Russell Investments: Global investment firm providing investment consulting, manager research, and multi-asset solutions to institutional and private clients. Overlaps with ARC's manager research and investment advisory services, though at much broader scale and including implementation services ARC does not offer.
• Willis Towers Watson (WTW): Global advisory firm offering investment consulting, manager research, and fiduciary management to institutional and private wealth clients. Overlaps with ARC's investment advisory and oversight services but operates at much larger scale across broader advisory categories.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/AssetArc

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ARC