- Overview
- Overview
- Investment DateJanuary 2022
- Lead InvestorCinven
- RegionEurope
- SectorFinancial Services
- Percent of Fair Value3%
-
Key Theme
Long-Term Secular Growth
- Visit WebsiteTrue Potential
$32.7m
Value of Investment
Wealth management technology platform serving advisors and retail clients
Company Description
Investment Thesis
- Long-term secular growth
- Best-in-class tech platform
- High quality sponsor
Investment Overview
In January 2022, NBPE invested alongside Cinven in True Potential, a fast-growing vertically integrated wealth manager in the UK. The company operates across the wealth management value chain, where it combines its investment management expertise with advanced technology to offer financial solutions to its clients. True Potential has a scalable business model with an award winning1 in-house technology platform serving both financial advisers and clients.
The Manager believes this transaction was highly attractive for several reasons. First, the company has a leading value proposition for clients and a strong focus on customer outcomes, backed by a leading technology platform. True Potential also presents attractive market dynamics in the UK wealth management sector, with strong secular growth trends. The company also has a strong track record of financial performance, a differentiated business model for financial advisers, and a high calibre and proven management team.
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1. See True Potential website, awards & recognitions.