Balmoral Asset Management

Edinburgh, United Kingdom Founded: 1999 • Age: 27 yrs Acquired By Progeny
Asset management, tax, and financial advisory services are provided.

About Balmoral Asset Management

Balmoral Asset Management is a company based in Edinburgh (United Kingdom) founded in 1999 by Stuart MacDonald was acquired by Progeny in July 2022.. The company has 27 employees as of December 31, 2021. Balmoral Asset Management operates in a competitive market with competitors including Investec, HSBC, Hayfin, Aviva and FNZ, among others.

  • Headquarter Edinburgh, United Kingdom
  • Employees 27 as on 31 Dec, 2021
  • Founders Stuart MacDonald
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Balmoral Asset Management Limited
  • Date of Incorporation 04 Feb, 1998
  • Jurisdiction EDINBURGH, MIDLOTHIAN
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $10.49 M (USD)
    25
    as on Dec 31, 2021
  • Net Profit
    $2.93 M (USD)
    22
    as on Dec 31, 2021
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    27

    as on Dec 31, 2021

  • Acquired by
    Progeny

    (Jul 11, 2022)

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Funding Insights of Balmoral Asset Management

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

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Investors in Balmoral Asset Management

Balmoral Asset Management has secured backing from 1 investor. Prominent investors backing the company include Progeny. 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.

All
Investor Description Founded Year Domain Location
Provides financial and legal services
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 Balmoral Asset 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 - Balmoral Asset 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

Balmoral Asset Management Comparisons

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Competitors of Balmoral Asset Management

Balmoral Asset 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, Hayfin, Aviva and FNZ, 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.
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Universal banking and financial advisory services are provided globally.
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Private debt investments are directed across multiple sectors.
domain founded_year HQ Location
Insurance and asset management services are offered in multiple regions.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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 Balmoral Asset Management

Frequently Asked Questions about Balmoral Asset Management

When was Balmoral Asset Management founded?

Balmoral Asset Management was founded in 1999.

Where is Balmoral Asset Management located?

Balmoral Asset Management is headquartered in Edinburgh, United Kingdom. It is registered at Edinburgh, Scotland, United Kingdom.

How many employees does Balmoral Asset Management have?

As of Dec 31, 2021, the latest employee count at Balmoral Asset Management is 27.

What is the annual revenue of Balmoral Asset Management?

Annual revenue of Balmoral Asset Management is $10.49M as on Dec 31, 2021.

What does Balmoral Asset Management do?

Balmoral Asset Management was founded in 1999 by Stuart MacDonald in Edinburgh, United Kingdom. Operations focus on the financial services sector, where asset management is handled alongside tax and advisory services for clients. These offerings are delivered from the companys base in Scotland, supporting investment strategies and compliance needs in a regulated environment. The firm maintains a presence in the UK market for institutional and individual investors.

Who are the top competitors of Balmoral Asset Management?

Balmoral Asset Management's top competitors include Investec, Goldman Sachs and HSBC.

Who are Balmoral Asset Management's investors?

Balmoral Asset Management has 1 investor. Key investors include Progeny.

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