Astute Wealth Management

Preston, United Kingdom Founded: 2007 • Age: 19 yrs Acquired By Sanlam Investments
Diversified investment management services are provided to clients.

About Astute Wealth Management

Astute Wealth Management is a company based in Preston (United Kingdom) founded in 2007 was acquired by Sanlam Investments in January 2019.. Astute Wealth Management offers products and services including Sanlam Global Artificial Intelligence Fund, Sanlam Global High Quality Fund, Sanlam Multi-Strategy Fund, and Sanlam International Credit Fund. Astute Wealth Management operates in a competitive market with competitors including Investec, HSBC, Aviva, Hayfin and S&P Global, among others.

  • Headquarter Preston, United Kingdom
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Sanlam Investments Uk Limited
  • Date of Incorporation 08 May, 2006
  • Jurisdiction LONDON, ENGLAND
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Sanlam Investments

    (Jan 08, 2019)

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Products & Services of Astute Wealth Management

Astute Wealth Management offers a comprehensive portfolio of products and services, including Sanlam Global Artificial Intelligence Fund, Sanlam Global High Quality Fund, Sanlam Multi-Strategy Fund, and Sanlam International Credit Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Invests in global AI opportunities for growth and innovation

Focuses on high-quality global equities for stable returns

Provides diversified strategies to mitigate investment risks

Manages credit assets for consistent income generation

Funding Insights of Astute Wealth Management

Date Amount Transaction Name Valuation Lead Investors Investors
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Investors in Astute Wealth Management

Astute Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Sanlam Investments. 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.

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Investor Description Founded Year Domain Location
Diversified investment management and wealth management firm
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Astute Wealth Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Astute Wealth Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Astute Wealth Management Comparisons

Employees
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Competitors of Astute Wealth Management

Astute Wealth Management 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 Investec, HSBC, Aviva, Hayfin and S&P Global, 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
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Universal banking and financial advisory services are provided globally.
domain founded_year HQ Location
Insurance and asset management services are offered in multiple regions.
domain founded_year HQ Location
Private debt investments are directed across multiple sectors.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Astute Wealth Management

Frequently Asked Questions about Astute Wealth Management

When was Astute Wealth Management founded?

Astute Wealth Management was founded in 2007.

Where is Astute Wealth Management located?

Astute Wealth Management is headquartered in Preston, United Kingdom. It is registered at Preston, Lancashire, United Kingdom.

What does Astute Wealth Management do?

Astute Wealth Management was established in 2007 in Preston, United Kingdom. Operations are conducted in the financial sector, where diversified investment portfolios are managed for various clients. Services include wealth advisory and asset allocation strategies, tailored to individual needs within the UK market. The firm maintains a focus on professional investment practices, supporting long-term financial objectives across different asset classes.

Who are the top competitors of Astute Wealth Management?

Astute Wealth Management's top competitors include Investec, HSBC and Aviva.

What products or services does Astute Wealth Management offer?

Astute Wealth Management offers Sanlam Global Artificial Intelligence Fund, Sanlam Global High Quality Fund, Sanlam Multi-Strategy Fund, and Sanlam International Credit Fund.

Who are Astute Wealth Management's investors?

Astute Wealth Management has 1 investor. Key investors include Sanlam Investments.

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