Bring
them in.
We book meetings with private investors beyond your referral network, each with £250k to £2m to place under discretionary management. Every prospect is screened on investable assets and timeline before they reach your diary.
Sound familiar?
Growth sits with introducers and referrals. Some quarters are full, others are empty.
Casting your net in an empty sea. Plenty of volume, no one worth converting.
Prospects compare your fee to an ETF, while consolidators outspend you for the same investors.
How it works
Why now
Unused pension funds are set to fall within estates for inheritance tax. Savers approaching retirement have a dated reason to review how their money is managed.
Many UK adults with significant savings hold most of it in cash, and few receive professional management in any given year.
Boutiques still default to LinkedIn, events and word of mouth. On Meta, the first firms to build a channel face little competition.
Win new private clients without renting your growth.
See what your ad budget could bring
Illustrative estimates based on the assumptions above, which you can change. Not a forecast or a guarantee. Results depend on your market, your minimum, your offer and how quickly your team follows up.
Track record
Results vary by offering, budget and market.
"We were not sure at first because we had tried many other vendors. But MAKO helped tremendously to filter leads through their funnel"
Questions
See how we would grow your AUM
- 1We look at your growth target: how many new clients and how much new AUM you want this year.
- 2We compare it with what your referrals and introducers already bring in.
- 3If there's still a gap, we show you whether Meta ads make sense for your firm.