About CCLA Investment Management
CCLA Investment Management is a company based in London (United Kingdom) founded in 1958 was acquired by Jupiter in July 2025. It operates as a Professional Services, and Subscription Services. CCLA Investment Management offers products and services including Ethical Investment Funds, Bespoke Solutions, and Cash and Bonds. CCLA Investment Management operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Vontobel and Alera Group, among others.
- Headquarter London, United Kingdom
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Ccla Investment Management Limited
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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
Employee Count
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Acquired by
Jupiter
(Jul 10, 2025)
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Products & Services of CCLA Investment Management
CCLA Investment Management offers a comprehensive portfolio of products and services, including Ethical Investment Funds, Bespoke Solutions, and Cash and Bonds. 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.
Funds are managed with ethical and sustainable principles.
Customized investment strategies are offered for specific needs.
Investment options in cash and bond markets are provided.
Funding Insights of CCLA Investment Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 CCLA Investment Management
CCLA Investment Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Jupiter Asset Management. 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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Investment funds management services are provided by Jupiter.
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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 CCLA Investment 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 - CCLA Investment 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 |
Ccla Investment Management Comparisons
Competitors of CCLA Investment Management
CCLA Investment 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 Raymond James, Wintrust, Focus Financial Partners, Vontobel and Alera Group, 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 |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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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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Latest news on Ccla Investment Management
Frequently Asked Questions about CCLA Investment Management
When was CCLA Investment Management founded?
CCLA Investment Management was founded in 1958.
Where is CCLA Investment Management located?
CCLA Investment Management is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
What does CCLA Investment Management do?
CCLA Investment Management is engaged in providing ethical and sustainable investment solutions for a variety of clients, including charities, churches, local authorities, and professional investors. Services are offered across sectors such as equities, multi-asset, property, and cash and bonds. Bespoke solutions are tailored to meet specific client needs. Emphasis is placed on responsible investing, with initiatives in climate action, mental health, and modern slavery. Systemic change is encouraged through collective action and stewardship in investment markets.
Who are the top competitors of CCLA Investment Management?
CCLA Investment Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does CCLA Investment Management offer?
CCLA Investment Management offers Ethical Investment Funds, Bespoke Solutions, and Cash and Bonds.
Who are CCLA Investment Management's investors?
CCLA Investment Management has 1 investor. Key investors include Jupiter Asset Management.