About Donald Wealth Management
Donald Wealth Management is a Financial Services company based in Sutton Coldfield (United Kingdom) founded in 2003 by Jamie Donald, and was acquired by IWP in December 2020. Wealth management services are provided to clients in the UK. Its focus areas include Asset Management and Wealth Management. Its competitors include abrdn, Mattioli Woods and Equiom Group.
Company details
Donald Wealth Management was established in 2003 as a firm specializing in the financial services sector. Operations are based in Sutton Coldfield, United Kingdom, where advisory services for asset allocation, investment planning, and portfolio management are offered to individual and institutional clients. The company is led by founder Jamie Donald, serving as Managing Director, with a focus on tailored financial strategies within the wealth management industry.
- Headquarters Sutton Coldfield, United Kingdom
- Founders Jamie Donald
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website donaldwm.co.uk
- Acquired by IWP (Dec 2020)
- Investors
- Acquired byIWP
(Dec 2020)
Investors in Donald Wealth Management
Donald Wealth Management has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Personalized financial planning is offered by a nationwide team. | 2018 | iwpuk.co.uk | London, Canada |
Investor details for Donald Wealth Management
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People of Donald Wealth Management
1 people are tracked at Donald Wealth Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jamie Donald | Founder & Managing Director | Leadership |
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Timeline of Donald Wealth Management
2 dated milestones of Donald Wealth Management across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Donald Wealth Management is founded.
- Exit Acquired by IWP.
Competitors of Donald Wealth Management
Donald Wealth Management has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Donald Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as Donald Wealth Management (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Donald Wealth Management
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Frequently Asked Questions about Donald Wealth Management
Donald Wealth Management was founded in 2003.
Donald Wealth Management is headquartered in Sutton Coldfield, United Kingdom. It is registered at Sutton Coldfield, West Midlands, United Kingdom.
Donald Wealth Management was established in 2003 as a firm specializing in the financial services sector. Operations are based in Sutton Coldfield, United Kingdom, where advisory services for asset allocation, investment planning, and portfolio management are offered to individual and institutional clients. The company is led by founder Jamie Donald, serving as Managing Director, with a focus on tailored financial strategies within the wealth management industry.
Donald Wealth Management's top competitors include abrdn, Mattioli Woods and Equiom Group.
Donald Wealth Management has 1 investor. Key investors include IWP Financial Planning.
Yes. Donald Wealth Management was acquired by IWP in December 2020.