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Operator of a fund investment company. The company offers wealth management and advisory investment services such as wealth planning, cash administration, deposit-taking and lending to both individuals and corporate.
Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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Request full access to PitchBookCompany Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
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0. 00000 & 00 (000 | 28-Feb-2017 | 000000000000000000 | Other Financial Services | 000000 0000 | |
000000 | 01-Jul-2016 | 0000 00000 | 00000 | Social/Platform Software | |
00000000 000000000 | 21-May-2014 | 000 | 000.00 | Distributors/Wholesale | |
00000000 | 01-Jun-2012 | 000 | 0000 | Business/Productivity Software | 00000 0000000 |
TruTac | 30-Mar-2010 | PE Growth/Expansion | Business/Productivity Software |
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
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00000000 000000000 | 21-May-2014 | 000 | 000.00 | Completed |
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00000000000 000000 | 01-Jan-2006 | 0000 | Completed |
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00 000000 00000000 | 05-Nov-2004 | 00000 0000000 | 00000 | Completed |
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Ingenta | PE Growth/Expansion | Completed |
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Company Name | Industry | Location | Founded |
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00000000 00000000 | Wealth Management Firm | Saint Helier, United Kingdom | 0000 |
10 Former Executives
You’re viewing 5 of 67 executives. Get the full list »Name | Representing | Role | Since | Contact Info |
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000000 0000 | Cazenove Capital Management | Global Head of Wealth Management & Member the Group Management Committee | 000 0000 |