ELSTON CONSULTING AUM MAY-26

Elston Consulting has officially crossed a major milestone, with total related assets reaching £3.0bn as of late spring 2026. This growth highlights a significant structural shift in the UK advisory market, as 71% of Elston’s £2.2bn MPS assets are now held within co-manufactured custom portfolios rather than standard off-the-shelf options. Read the full breakdown of our portfolio and fund metrics, alongside a statement from our founder on our continued transition toward an implemented consulting model.

Elston: related AUM figures

As at end April 2026, there is a total of £3.0bn of assets is invested across strategies designed by Elston Consulting, of which:
£2.2bn in Managed Portfolio Service (MPS) managed by Elston Portfolio Management
£0.8bn in Funds using Elston's Research and/or Indices

MPS Asset breakdown

Of the £2.2bn MPS assets:
71% is in co-manufactured custom portfolios
29% is in ready-made off-the-shelf portfolios

Fund Asset breakdown

Of the £0.8bn in Fund assets:
68% is in active asset allocation funds using Elston Research
32% is in systematic investment strategies using Elston Indices

Henry Cobbe, Founder and Managing Director of Elston Consulting commented:
"We are honoured to have crossed this £3bn related assets milestone.  We are grateful to our UK adviser and investment manager clients who have been on this journey with us.  Since we moved away from research-only to an implemented consulting model in 2020, we have been working hard to support the rapid take-up and growth of our strategies and solutions that enable UK advisers to deliver robust investment outcomes to their clients.  Whether designing model portfolios, funds or indices, we aim to make the delivery of investment IP to the point of demand as seamless and efficient as possible."

About Elston

Elston Consulting is an investment consulting firm established in 2012 supporting UK Financial Advisers.

Elston Consulting provides research, analytics and insights to investment managers and financial advisers. Our powerful risk analytics system - Minerva™ - helps quantify different aspects of risk and informs how investment strategies are managed and reported.

Elston Consulting consults on approximately £6bn of assets with professional clients including
1) discretionary investment managers providing a Managed Portfolio Service (MPS
2) financial advisers providing their own Advisory Portfolio Service (APS)
3) asset managers managing Collective Investment Schemes (Funds)

Elston has a comprehensive set of capabilities to research, design and develop custom multi-asset investment solutions, delivered as Portfolios, Funds and Indices.