EURO ASSETS AND HOLDING LIMITED

What EURO ASSETS AND HOLDING LIMITED does

Euro Assets and Holding Ltd is a privately held, London-incorporated financial services holding company that delivers bespoke asset management and advisory services to high-net-worth individuals and institutional investors. The firm operates five integrated service lines: Global Asset Management (portfolio oversight and optimization of physical and financial assets internationally), Investment Vehicle Structuring (legal structures for asset holding and wealth protection), Mergers & Acquisitions Advisory (transaction support with a global outlook), Due Diligence & Asset Valuation (risk assessment and valuation), and Custody Solutions (advisory on secure, compliant custody of physical and digital assets). The company was incorporated on October 18, 2024, at 27 Old Gloucester Street, London, and is governed by the laws of England and Wales.

The underlying technology stack is essentially absent: the firm discloses no proprietary platform, no API surface, no AI/ML tooling, and no integrations. Services are delivered through traditional consulting engagements rather than via a software product. The company self-attests to AML/KYC compliance and global tax framework alignment, but no formal regulatory licenses, accreditations, or third-party certifications are listed, and the AML/KYC posture is presented as a process claim rather than as evidence of registration with the FCA or any other named authority. Brand and product presentation are centered on the trade name "EUROASSETS," launched publicly in June 2025 alongside the company website.

The business model is professional services revenue: fees are structured under individual, per-engagement service agreements with custom terms, and the company reserves the right to suspend or terminate services for non-payment. The go-to-market is sales-led and direct, with prospective clients engaged via email ([email protected]), phone (+44 7542525906), and a website contact form, primarily targeting HNW and institutional counterparties that need cross-border asset structuring or M&A support. No headcount, client roster, pricing schedule, or revenue figures are disclosed.

Name

EURO ASSETS AND HOLDING LIMITED

Legal name

Euro Assets and Holding Ltd

Website

https://euroassetsandholdingltd.com

Company type

Private

Founded year

2024

Operating status

Operating

Short description

Euro Assets and Holding Ltd is a London-based, privately held financial advisory firm delivering bespoke asset management, investment vehicle structuring, M&A advisory, due diligence and valuation, and custody solutions to high-net-worth individuals and institutional investors internationally.

Ownership category

akta.pro rank

Product category

Financial Advisory and Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (523910)

SIC

Investment Advice (6282), Services-Management Services (8741)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Escrow, Trust & Agency Services (escrow, paying agent, trustee) (FSABAIAI)

Keywords

• Asset management services
• Investment structuring
• Mergers acquisitions advisory
• Due diligence valuation
• Wealth protection advisory

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales

Revenue model

1. Business Consultancy and Financial Advisory Services: Fees for business consultancy, financial advisory, and asset management services delivered through individual service agreements with specific terms per engagement. Services include global asset management, investment vehicle structuring, M&A advisory, due diligence, and asset valuation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Euro Assets and Holding Ltd provides business consultancy, financial advisory, and asset management services across multiple jurisdictions. Its five integrated service lines include Global Asset Management (portfolio oversight of physical and financial assets), Investment Vehicle Structuring (legal structures for asset holding and wealth protection), M&A Advisory (strategic and legal support for transactions), Due Diligence & Asset Valuation (risk assessment), and Custody Solutions (advisory on secure, compliant custody for physical and digital assets). Services are delivered through individually negotiated service contracts with full AML/KYC compliance.

Product overview

Euro Assets and Holding Limited is a financial advisory and asset management firm offering a unified suite of services. The core offering comprises five integrated service lines: Global Asset Management (portfolio oversight and optimization), Investment Vehicle Structuring (legal entity creation and wealth protection), Mergers & Acquisitions Advisory (strategic transaction support), Due Diligence & Asset Valuation (risk assessment and valuation services), and Custody Solutions (secure asset custody advisory). These services are designed to work together, enabling clients to manage assets across borders and generations with full AML/KYC compliance.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Asset Management Oversees and optimizes portfolios of physical and financial assets internationally, tailored to each investment profile. Designed for high-net-worth individuals and institutional investors with cross-border asset holdings.
• Investment Vehicle Structuring Creates efficient legal structures for asset holding and management, maximizing profitability and wealth protection. Tailored for clients seeking legal structuring for cross-border wealth preservation.
• Mergers & Acquisitions Advisory Provides strategic and legal support for the purchase, sale, or merger of business assets with a global outlook. Aimed at institutional and high-net-worth clients undertaking cross-border transactions.
• Due Diligence & Asset Valuation Assesses risks and determines the true value of assets prior to any investment or restructuring operation. Supports clients evaluating potential acquisitions, investments, or restructurings.
• Custody Solutions Advisory on secure and compliant custody solutions for physical and digital assets, ensuring complete protection and peace of mind across borders and generations.

Quantifiable outcome

• Complete AML/KYC compliance across all processes
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Hawksford: International corporate, fund, and private client services provider offering wealth structuring, corporate administration, and fiduciary services. Highly comparable integrated service offering for HNW clients and structures.
• Ocorian: Specialist provider of corporate services, fund administration, and private client solutions for HNW individuals and alternative investment structures. Direct competitor in fund/vehicle structuring and HNW services.
• Stonehage Fleming: International multi-family office offering integrated wealth structuring, investment advisory, M&A and succession planning for HNW families. Closely comparable integrated service model for cross-border HNW clients.
• IQ-EQ: Global investor services firm focused on alternative investment funds, SPVs, and private wealth administration. Closely comparable in alternative investment vehicle structuring and HNW administration services.

Broad incumbents

• Cazenove Capital (Schroders Wealth Management): UK private wealth management business of Schroders providing investment management and wealth structuring for UHNW clients, charities, and family offices. Overlaps directly with the subject's HNW advisory positioning.
• JTC Group: Publicly listed provider of fund, corporate, and private client services with strong presence in alternative investment administration and HNW structuring. Comparable in alternative fund/vehicle administration services.
• Kleinwort Hambros: UK-based private bank and wealth manager serving HNW and UHNW clients with portfolio management, wealth structuring, and advisory services. Larger and more established than the subject, with directly comparable service lines.
• Brooks Macdonald: UK wealth management group serving HNW private clients, intermediaries, and institutions with discretionary and advisory investment services. Comparable UK-based HNW wealth advisory model.
• TMF Group: Global provider of compliance, administration, and advisory services for funds, corporates, and HNW clients across multiple jurisdictions. Comparable in cross-border structuring and administration capabilities.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and advisory services to HNW individuals, charities, and trusts. Comparable in target market and core advisory offering.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 EURO ASSETS AND HOLDING LIMITED