About Ascot Lloyd
Ascot Lloyd is a Financial Services company based in Reading (United Kingdom) founded in 2004, and was acquired by Nordic Capital in April 2022. Provider of financial advisory services. Ascot Lloyd has completed 14 acquisitions, including Central Investment, EFG Independent Financial Advisers and Executive Benefit Consultancy. Its focus areas include Asset Management and Financial Advisors. Its legal entity is CAPITAL PROFESSIONAL LIMITED. Its competitors include Quilter, 7IM and Manx Financial Group.
Company details
Ascot Lloyd was established in 2004 and is headquartered in Reading, United Kingdom. Financial advisory services are offered by the company within the wealth management sector. Operations focus on personalized financial planning, investment advice, and retirement strategies for individuals and businesses. The firm serves clients primarily across the UK, with services delivered through a network of advisors to support long-term financial goals.
- Headquarters Reading, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ascotlloyd.co.uk
- Social LinkedIn X Facebook
- Acquired by HS Admin (Jun 2021)
- Legal Name Capital Professional Limited
- Date of Incorporation 30 Mar, 2011
- Jurisdiction READING, ENGLAND
- InvestorsOaktree Capital Management
& 3 more
- Investments & AcquisitionsCentral Investment
& 13 more
- Acquired by
Funding Insights of Ascot Lloyd
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Ascot Lloyd with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2016 | Debt – Conventional | – | – |
4 investors in total: 4 institutional.
Investors in Ascot Lloyd
Ascot Lloyd has secured backing from 4 investors, including institutional and venture fund investors. Prominent investors backing the company include Oaktree Capital Management, Clydesdale Bank and HS Admin.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| nordiccapital.com | ||||
Real estate fund, infrastructure fund, and private equity firm focused on multiple sectors | 1995 | oaktreecapital.com | Los Angeles, United States | |
Clydesdale Bank is operated as a provider of personal, business, and private banking services. | cbonline.co.uk | Sunderland, United Kingdom | ||
It serves as a document moved. | 1999 | hsadmin.com | United Kingdom |
Investor details for Ascot Lloyd
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Ascot Lloyd
6 people are tracked at Ascot Lloyd (3 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Mona Christensen | Head Of Product | Leadership |
Sanjit Rana | Head Of IT | Leadership |
Matt Baker | Head Of IT Development | Leadership |
Matthew Smith | IT Support Technician | Team |
Harrison Sherlock | Cloud Engineer | Team |
Mohammed al Jahed | Information Technology Engineer | Team |
Complete people profiles for Ascot Lloyd
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Investments & Acquisitions by Ascot Lloyd
Ascot Lloyd has strategically engaged in corporate development activities, having acquired 14 companies. Notable acquisitions include Central Investment, EFG Independent Financial Advisers and Executive Benefit Consultancy.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified asset management services are offered to clients. | portfolio.org.uk | Swansea, United Kingdom | 1999 | Jul 2023 | •••• | |
News and commentary on financial intermediaries are provided through FTAdviser. | ftadviser.com | London, United Kingdom | 2000 | Jul 2023 | •••• | |
Financial advisory services are provided to clients in the UK. | centralinvestment.co.uk | Aberdeen, United Kingdom | 1973 | Aug 2021 | •••• | |
Diversified investment management services are provided to clients. | gregoryadam.co.uk | Reading, United Kingdom | 1988 | Jun 2020 | •••• | |
Wealth management services for executives are provided in the UK. | executive-benefit.com | Glasgow, United Kingdom | 1998 | Jun 2020 | •••• | |
Provider of legal and personal injury services | ringandassociates.com | Fort Collins, United States | 1999 | Mar 2020 | •••• | |
Asset management and financial planning services are provided to clients. | qs-financial.com | Nashville, United States | 2002 | Sep 2019 | •••• | |
Financial advisory services are provided to clients in the UK. | prestfinancial.co.uk | Stockport, United Kingdom | 2000 | Sep 2019 | •••• | |
Litigation and personal injury services are provided to clients. | french-associates.net | St. John's, Canada | 1952 | Jun 2019 | •••• | |
Provider of finance & accounting services | pfpg.co.uk | Harrogate, United Kingdom | 2000 | •••• |
Complete acquisition details for Ascot Lloyd
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Ascot Lloyd
15 dated milestones of Ascot Lloyd across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Ascot Lloyd is founded.
- Funding First funding round.
- Exit Acquired by Oaktree Capital Management.
- Acquisition Acquires French & Associates.
- Acquisition Acquires Quinn Stauffer Financial.
- Acquisition Acquires Prest Financial Planning.
- Acquisition Acquires Ring & Associates.
- Acquisition Acquires Ring Associates.
- Acquisition Acquires Executive Benefit Consultancy.
- Acquisition Acquires Gregory Adam Financial Management.
- Exit Acquired by HS Admin.
- Acquisition Acquires Central Investment.
- Exit Acquired by Nordic Capital.
- Acquisition Acquires FT Adviser.
- Acquisition Acquires Portfolio Financial Consultancy.
Competitors of Ascot Lloyd
Ascot Lloyd has 3 listed competitors in our database. They include Quilter, 7IM and Manx Financial Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| quilter.com | 2018 | London, United Kingdom | 3,054 | Quilter is engaged in providing financial advice and investment management. | ||
| 7im.co.uk | 2002 | London, United Kingdom | Investment management and financial planning services are provided by 7IM. | |||
| mfg.im | 1935 | Douglas, United Kingdom | Wealth management services are provided to clients internationally. |
Detailed competitors of Ascot Lloyd
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Web traffic of Ascot Lloyd
The website of Ascot Lloyd (ascotlloyd.co.uk) receives about 5.1K visits a month.
- Monthly visits5.1K
▼ 24.8% vs previous month
Websites whose visitors overlap most with Ascot Lloyd. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
progressive-fp.co.uk | progressive-fp.co.uk | 100% | – | ||
| citywire.com | 92% | 634.4K | #84,403 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Ascot Lloyd (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Ascot Lloyd
Complete news archive for Ascot Lloyd
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Frequently Asked Questions about Ascot Lloyd
Ascot Lloyd was founded in 2004 and raised its 1st funding round 12 years after it was founded.
Ascot Lloyd is headquartered in Reading, United Kingdom.
Ascot Lloyd was established in 2004 and is headquartered in Reading, United Kingdom. Financial advisory services are offered by the company within the wealth management sector. Operations focus on personalized financial planning, investment advice, and retirement strategies for individuals and businesses. The firm serves clients primarily across the UK, with services delivered through a network of advisors to support long-term financial goals.
Ascot Lloyd's top competitors include Quilter, Manx Financial Group and 7IM.
Ascot Lloyd has made 14 acquisitions, including Central Investment, EFG Independent Financial Advisers, and Executive Benefit Consultancy.
Ascot Lloyd has 4 investors. Key investors include Oaktree Capital Management, Clydesdale Bank, HS Admin, and Nordic Capital.
Ascot Lloyd operates through Capital Professional Limited.
Yes. Ascot Lloyd was acquired by HS Admin in June 2021.