About Caledonia Asset Management
Caledonia Asset Management is a company based in Edinburgh (United Kingdom) founded in 2000 was acquired by Mattioli Woods in April 2021.. The company has 6 employees as of December 31, 2020. Caledonia Asset Management offers products and services including Asset Management Service, Individual Client Services, and Corporate Client Services. Caledonia Asset Management operates in a competitive market with competitors including Investec, Aviva, Schroders, FNZ and HSBC, among others.
- Headquarter Edinburgh, United Kingdom
- Employees 6 as on 31 Dec, 2020
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
- Legal Name Caledonia Asset Management Limited
- Date of Incorporation 14 Dec, 2000
- Jurisdiction EDINBURGH, SCOTLAND
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
6
as on Dec 31, 2020
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Acquired by
Mattioli Woods
(Apr 19, 2021)
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Products & Services of Caledonia Asset Management
Caledonia Asset Management offers a comprehensive portfolio of products and services, including Asset Management Service, Individual Client Services, and Corporate Client Services. 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.
Services for managing investments and assets for clients.
Personal investment advice and management for individuals.
Asset management solutions for corporate entities.
Funding Insights of Caledonia Asset Management
| 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 Caledonia Asset Management
Caledonia Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mattioli Woods. 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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Wealth management services are provided by Mattioli Woods.
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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 Caledonia Asset Management
| 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 |
Financial Statements - Caledonia Asset Management
| 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 |
Caledonia Asset Management Comparisons
Competitors of Caledonia Asset Management
Caledonia 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, Aviva, Schroders, FNZ and HSBC, 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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| domain | founded_year | HQ Location |
Insurance and asset management services are offered in multiple regions.
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| domain | founded_year | HQ Location |
Investment management and wealth management services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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Frequently Asked Questions about Caledonia Asset Management
When was Caledonia Asset Management founded?
Caledonia Asset Management was founded in 2000.
Where is Caledonia Asset Management located?
Caledonia Asset Management is headquartered in Edinburgh, United Kingdom. It is registered at Edinburgh, Scotland, United Kingdom.
How many employees does Caledonia Asset Management have?
As of Dec 31, 2020, the latest employee count at Caledonia Asset Management is 6.
What does Caledonia Asset Management do?
Caledonia Asset Management was established in 2000 in Edinburgh, United Kingdom. Investment management is diversified across asset classes, with operations centered on portfolio advisory and asset allocation. Services encompass equity, fixed income, and alternative investments for institutional and individual investors. The firm operates within the UK financial services sector, adhering to local regulations and market standards.
Who are the top competitors of Caledonia Asset Management?
Caledonia Asset Management's top competitors include Investec, Goldman Sachs and HSBC.
What products or services does Caledonia Asset Management offer?
Caledonia Asset Management offers Asset Management Service, Individual Client Services, and Corporate Client Services.
Who are Caledonia Asset Management's investors?
Caledonia Asset Management has 1 investor. Key investors include Mattioli Woods.