Company profile: Clifton Asset Management
1.1 - Company Overview
Company description
- Provider of specialist financial services to businesses and individuals across the UK since 1986, including business funding, wealth management, auto-enrolment, exit strategies, employee benefits, and individual and corporate protection. Offers pension trustee and administration (SSAS, SIPP), consulting and transfers, platform-only managed portfolios for Financial Advisers, adviser partnerships and support, and tech via Connects – X and MyViewpoint.
Products and services
- Clifton Wealth Partnership Private Client: Delivers wealth management services, including comprehensive financial advice supported by cashflow modelling and access to the MyViewpoint financial technology platform
- Morgan Lloyd: Delivers pension trustee and administration services for Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP), enabling flexible investment options for individuals and business owners
- Eden Park Investment Management: Supplies a platform-only managed portfolio service with a range of risk-profiled portfolios, working exclusively with Financial Advisers
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Clifton Asset Management
Trayport
HQ: United Kingdom
Website
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- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Irradiant Partners
HQ: United States
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- Description: Provider of alternative investment management focused on liquid credit, opportunistic credit, and renewable private equity and credit.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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BNY
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- Description: Provider of global financial services including asset servicing, investment management, clearance and collateral management, wealth management, treasury services, and markets solutions for trading, financing and liquidity needs, including foreign exchange execution and securities finance; helping clients manage, move and keep assets safe, with oversight of more than $50 trillion in assets.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Grove Point Financial
HQ: United States
Website
- Description: Provider of investment and advisory services, building meaningful relationships with entrepreneurs through a boutique approach supported by the tools and resources of a large firm, working alongside their team and other financial advisors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Atlantic Fund Services
HQ: United States
Website
- Description: Provider of global fund administration services, offering personalized service.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Clifton Asset Management
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Clifton Asset Management
2.2 - Growth funds investing in similar companies to Clifton Asset Management
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4 - Top valuation comps for Clifton Asset Management
4.2 - Public trading comparable groups for Clifton Asset Management
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