Offers asset allocation solutions through investment pools for accredited and non-accredited investors.

About Willoughby Asset

Willoughby Asset is a company. It operates as a B2B. Willoughby Asset offers products and services including Forsyth Private Real Estate Portfolios, Laurier Private Equity Pool, Percy Harris Global Equity Pool, Rockridge Private Debt Pool, and Jaxton Park North American Equity Pool. Willoughby Asset operates in a competitive market with competitors including Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others.

  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Willoughby Asset

Willoughby Asset offers a comprehensive portfolio of products and services, including Forsyth Private Real Estate Portfolios, Laurier Private Equity Pool, Percy Harris Global Equity Pool, Rockridge Private Debt Pool, and Jaxton Park North American Equity Pool. 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

Investment pool focusing on private real estate assets.

Pool for investments in private equity opportunities.

Fund targeting global equity investments.

Pool for private debt investment strategies.

Fund for North American equity markets.

Pool offering global income-focused investments.

Funding Insights of Willoughby Asset

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

Investments & Acquisitions by Willoughby Asset

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 - Willoughby Asset

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

Willoughby Asset Comparisons

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Competitors of Willoughby Asset

Willoughby Asset 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 Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, 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
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Nordea is recognized as a leading Nordic universal bank.
domain founded_year HQ Location
Diversified insurance and asset management services are offered globally.
domain founded_year HQ Location
Banking & financial service provider
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
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 Willoughby Asset

Frequently Asked Questions about Willoughby Asset

What does Willoughby Asset do?

Willoughby Asset Management, based in Vancouver, Canada, delivers complete asset allocation solutions via various investment pools. These include real estate, private equity, global equity, private debt, and income opportunities pools. The firm targets both accredited and non-accredited investors, focusing on risk-adjusted returns across diverse strategies with minimal restrictions on sectors, market capitalization, and geography. It employs a broad range of investment philosophies to optimize portfolios.

Who are the top competitors of Willoughby Asset?

Willoughby Asset's top competitors include Fidelity Investments, Investec and Aviva.

What products or services does Willoughby Asset offer?

Willoughby Asset offers Forsyth Private Real Estate Portfolios, Laurier Private Equity Pool, Percy Harris Global Equity Pool, Rockridge Private Debt Pool, and 2 more products and services.

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