Premier Portfolio

London, United Kingdom Founded: 1995 • Age: 31 yrs Acquired By Fairstone
Provider of financial management services

About Premier Portfolio

Premier Portfolio is a company based in London (United Kingdom) founded in 1995 was acquired by Fairstone in May 2018.. Premier Portfolio offers products and services including Pension Advice, Investment Services, Life Assurance, and Health Insurance. Premier Portfolio operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others.

  • Headquarter London, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Legal Name Fairstone Financial Management Ltd
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Fairstone

    (May 09, 2018)

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Products & Services of Premier Portfolio

Premier Portfolio offers a comprehensive portfolio of products and services, including Pension Advice, Investment Services, Life Assurance, and Health Insurance. 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.

Primary

Guides on pension options and retirement strategies for clients

Advises on savings bonds and investment trusts for growth

Provides coverage for life protection and family income needs

Offers plans for critical illness and income protection services

Funding Insights of Premier Portfolio

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Premier Portfolio

Premier Portfolio has secured backing from 1 investor. Prominent investors backing the company include Fairstone. 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.

All
Investor Description Founded Year Domain Location
Diversified lending services are offered by Fairstone as an NBFI.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Premier Portfolio

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Premier Portfolio

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Premier Portfolio Comparisons

Employees
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Add Comparison
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Competitors of Premier Portfolio

Premier Portfolio 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.
domain founded_year HQ Location
Wealth management services are provided by Mattioli Woods.
domain founded_year HQ Location
Wealth management firm
domain founded_year HQ Location
Delivers wealth management services, including portfolio advisory and financial planning.
domain founded_year HQ Location
Wealth management services are provided to clients by Sandaire.
domain founded_year HQ Location
Wealth management and investment services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Premier Portfolio

Frequently Asked Questions about Premier Portfolio

When was Premier Portfolio founded?

Premier Portfolio was founded in 1995.

Where is Premier Portfolio located?

Premier Portfolio is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

What does Premier Portfolio do?

Premier Portfolio was established in 1995 and is headquartered in London, United Kingdom. Financial management services, including investment advisory and portfolio oversight, are delivered to clients. Operations are centered in the finance sector, with a focus on the UK market. Services encompass asset allocation and risk assessment, supporting individual and institutional investors across the region.

Who are the top competitors of Premier Portfolio?

Premier Portfolio's top competitors include abrdn, Sandaire and Mattioli Woods.

What products or services does Premier Portfolio offer?

Premier Portfolio offers Pension Advice, Investment Services, Life Assurance, and Health Insurance.

Who are Premier Portfolio's investors?

Premier Portfolio has 1 investor. Key investors include Fairstone.

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