About Partners Wealth Management
Partners Wealth Management is a company based in London (United Kingdom) founded in 2004 by John Sutton was acquired by 7IM in October 2020.. The company has 43 employees as of March 31, 2020. Partners Wealth Management offers products and services including Financial Planning, Investment Advice, Tax Optimization, and Estate Planning. Partners Wealth Management operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others.
- Headquarter London, United Kingdom
- Employees 43 as on 31 Mar, 2020
- Founders John Sutton
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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 Partners Wealth Management Llp
- Date of Incorporation 24 Apr, 2004
- Jurisdiction LONDON, UNITED KINGDOM
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Products & Services of Partners Wealth Management
Partners Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Advice, Tax Optimization, and Estate 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.
Service for personalized financial strategies and goal achievement.
Guidance on sustainable and independent investment options.
Strategies to structure assets and minimize tax burdens.
Planning for inheritance and business protection needs.
Funding Insights of Partners Wealth 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 Partners Wealth Management
Partners Wealth Management has secured backing from 1 investor. Prominent investors backing the company include 7IM. 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 management and financial planning services are provided by 7IM.
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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 Partners Wealth 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 - Partners Wealth 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 |
Partners Wealth Management Comparisons
Competitors of Partners Wealth Management
Partners Wealth 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 abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, 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 |
Multiple sectors are invested in by abrdn's private equity fund.
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| domain | founded_year | HQ Location |
Wealth management services are provided by Mattioli Woods.
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| domain | founded_year | HQ Location |
Wealth management firm
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| domain | founded_year | HQ Location |
Delivers wealth management services, including portfolio advisory and financial planning.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by Sandaire.
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| domain | founded_year | HQ Location |
Wealth management and investment services are provided to 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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Latest news on Partners Wealth Management
Frequently Asked Questions about Partners Wealth Management
When was Partners Wealth Management founded?
Partners Wealth Management was founded in 2004.
Where is Partners Wealth Management located?
Partners Wealth Management is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
How many employees does Partners Wealth Management have?
As of Mar 31, 2020, the latest employee count at Partners Wealth Management is 43.
What does Partners Wealth Management do?
Partners Wealth Management was established in 2004 in London, United Kingdom, as a firm specializing in the wealth management sector. Services including investment advisory and financial planning are offered to individuals and institutions. The company was co-founded by John Sutton and maintains operations through its domain, partnerswealthmanagement.co.uk. Focus is placed on managing assets and providing tailored financial strategies within the UK market.
Who are the top competitors of Partners Wealth Management?
Partners Wealth Management's top competitors include abrdn, Sandaire and Mattioli Woods.
What products or services does Partners Wealth Management offer?
Partners Wealth Management offers Financial Planning, Investment Advice, Tax Optimization, and Estate Planning.
Who are Partners Wealth Management's investors?
Partners Wealth Management has 1 investor. Key investors include 7IM.