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
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Oaktree Capital Management
& 3 more
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Employee Count
Employee Count
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Investments & Acquisitions
Central Investment
& 14 more
- Acquired by
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Funding Insights of Ascot Lloyd
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2016 | Amount | Debt – Conventional - Ascot Lloyd | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location | |
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Real estate fund, infrastructure fund, and private equity firm focused on multiple sectors
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Founded Year | Domain | Location | |
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Clydesdale Bank is operated as a provider of personal, business, and private banking services.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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2002 | ||||
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Provider of financial advisory services
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2002 | ||||
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News and commentary on financial intermediaries are provided through FTAdviser.
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2000 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Ascot Lloyd
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ascot Lloyd Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Quilter is engaged in providing financial advice and investment management.
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| domain | founded_year | HQ Location |
Investment management and financial planning services are provided by 7IM.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients internationally.
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| domain | founded_year | HQ Location |
Financial advisory services are provided to clients by Sparrows Capital.
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| domain | founded_year | HQ Location |
Financial planning services are provided to clients in the UK.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ascot Lloyd
Frequently Asked Questions about Ascot Lloyd
When was Ascot Lloyd founded?
Ascot Lloyd was founded in 2004 and raised its 1st funding round 12 years after it was founded.
Where is Ascot Lloyd located?
Ascot Lloyd is headquartered in Reading, United Kingdom.
What does Ascot Lloyd do?
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.
Who are the top competitors of Ascot Lloyd?
Ascot Lloyd's top competitors include Quilter, Manx Financial Group and 7IM.
How many acquisitions has Ascot Lloyd made?
Ascot Lloyd has made 15 acquisitions, including Central Investment, EFG Independent Financial Advisers, and Executive Benefit Consultancy.
Who are Ascot Lloyd's investors?
Ascot Lloyd has 4 investors. Key investors include Oaktree Capital Management, Clydesdale Bank, HS Admin, and Nordic Capital.
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