About Holdun
Holdun is a company based in Nassau (Bahamas) founded in 1873 was acquired by Saffery Champness in May 2022. It operates as a Professional Services. Holdun offers products and services including Wealth Management, Private Deals, Tax Optimisation, and Succession Planning. Holdun operates in a competitive market with competitors including FIS, ION Group, SimCorp, Sundaram Asset Management and StoneX, among others.
- Headquarter Nassau, Bahamas
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Sectors
Financial Services
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Email
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Phone
*********
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Website
*********
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Social
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- Legal Name Holdun Family Office (Bahamas) 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
Saffery Champness
(May 05, 2022)
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Products & Services of Holdun
Holdun offers a comprehensive portfolio of products and services, including Wealth Management, Private Deals, Tax Optimisation, and Succession Planning. 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.
Comprehensive wealth management is provided for individuals and families.
Exclusive private investment opportunities are tailored to client needs.
Tax minimization strategies are offered to maximize client returns.
Future planning is facilitated to ensure smooth legacy transfer.
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Funding Insights of Holdun
| 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 Holdun
Holdun has secured backing from 1 investor. Prominent investors backing the company include Saffery. 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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Saffery is recognized as a provider of tax and audit expertise.
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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 Holdun
| 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 - Holdun
| 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 |
Holdun Comparisons
Competitors of Holdun
Holdun 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 FIS, ION Group, SimCorp, Sundaram Asset Management and StoneX, 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 |
Software suites for banks and financial institutions are provided.
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Treasury management solutions are provided for financial institutions and banks.
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| domain | founded_year | HQ Location |
Front and back-office solutions are delivered for investment managers.
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An investment management firm specializing in diversified funds and portfolios.
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| domain | founded_year | HQ Location |
Trade execution and clearing services for global assets are offered.
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| domain | founded_year | HQ Location |
Investments are managed by Sundaram Finance Holdings in India.
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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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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Holdun
Frequently Asked Questions about Holdun
When was Holdun founded?
Holdun was founded in 1873.
Where is Holdun located?
Holdun is headquartered in Nassau, Bahamas.
Who is the current CEO of Holdun?
Brendan Holt Dunn is the current CEO of Holdun.
What does Holdun do?
Comprehensive wealth management solutions are offered by Holdun for individuals and families. Services extend beyond traditional investments to include tax optimization, succession planning, and access to private investment opportunities. Alternative assets such as private equity, direct real estate, private credit, and venture capital opportunities are integrated to diversify and protect client wealth. A tailored approach is adopted to align with clients financial goals, lifestyle, and long-term legacy planning across key financial sectors.
What products or services does Holdun offer?
Holdun offers Wealth Management, Private Deals, Tax Optimisation, and Succession Planning.
Who are Holdun's investors?
Holdun has 1 investor. Key investors include Saffery.