About Ascot Lloyd
Ascot Lloyd is a company based in Reading (United Kingdom) founded in 2004 was acquired by Nordic Capital in April 2022. Ascot Lloyd has completed 15 acquisitions, including Central Investment, EFG Independent Financial Advisers and Executive Benefit Consultancy. Ascot Lloyd operates in a competitive market with competitors including Quilter, 7IM, Manx Financial Group, Sparrows Capital and Wren Sterling, among others.
- Headquarter Reading, United Kingdom
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Capital Professional Limited
- Date of Incorporation 30 Mar, 2011
- Jurisdiction READING, ENGLAND
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
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Investors
Oaktree Capital Management
& 3 more
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Employee Count
Not available
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Investments & Acquisitions
Central Investment
& 14 more
- Acquired by
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People of Ascot Lloyd
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Funding Insights of Ascot Lloyd
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.
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Real estate fund, infrastructure fund, and private equity firm focused on multiple sectors
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Clydesdale Bank is operated as a provider of personal, business, and private banking services.
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Investor details for Ascot Lloyd
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Investments & Acquisitions by Ascot Lloyd
Ascot Lloyd has strategically engaged in corporate development activities, having acquired 15 companies. Notable acquisitions include Central Investment, EFG Independent Financial Advisers and Executive Benefit Consultancy.
Investment portfolio details for Ascot Lloyd
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Asset management and financial planning services are provided to clients.
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Provider of financial advisory services
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News and commentary on financial intermediaries are provided through FTAdviser.
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Complete acquisition details for Ascot Lloyd
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Financial Statements - Ascot Lloyd
Detailed financials for Ascot Lloyd
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Ascot Lloyd Comparisons
Peer comparison for Ascot Lloyd
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Competitors of Ascot Lloyd
Ascot Lloyd operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Quilter, 7IM, Manx Financial Group, Sparrows Capital and Wren Sterling, among others.
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Quilter is engaged in providing financial advice and investment management.
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Investment management and financial planning services are provided by 7IM.
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Wealth management services are provided to clients internationally.
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Financial advisory services are provided to clients by Sparrows Capital.
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Financial planning services are provided to clients in the UK.
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Detailed competitors of Ascot Lloyd
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Latest news on 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 15 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.