Portfolio Exits
1Partners & Customers
2About Bellpenny
Bellpenny is a national wealth management company supported by Oaktree, the leading global investment management firm. Bellpenny reached £1 billion in funds under management in October 2013, just a year after FSA authorization.
Want to inform investors similar to Bellpenny about your company?
Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.
Latest Bellpenny News
Aug 1, 2017
Europe , Europe Legal Chronicle August 1, 2017 Paolo Bossi Charles Russell Speechlys has advised the shareholders of advisory firm, Ascot Lloyd, on its merger with Bellpenny, a national wealth management company. Ascot Lloyd is a leading national independent advisory firm providing personal and professional financial advisory services to individual and corporate clients. The combined firm will have over 100 advisers, more than 40,000 clients and some £6 billion assets under management. Ascot Lloyd and Bellpenny will continue to operate under their existing brands, drawing on a combined wealth of experience and prominent market standing. Nigel Stockton and Matthew Moore of Bellpenny will lead the management team of the merged firm, as chief executive and chief financial officer respectively. Richard Dunbabin and Pat O’Hara of Ascot Lloyd will remain involved in the business as advisers to the management team. The Charles Russell Speechlys team was led by Mark Howard (Picture), assisted by Tom Smitham, Emily Davies and Nathan Lightman of the Corporate team, with support from a number of specialists including Martin Griffiths (Tax) and Emily Chalkley (Employment).
Bellpenny Portfolio Exits
1 Portfolio Exit
Bellpenny has 1 portfolio exit. Their latest portfolio exit was Ascot Lloyd on April 21, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
4/21/2022 | Acq - Fin - II | 5 |
Date | 4/21/2022 |
|---|---|
Exit | Acq - Fin - II |
Companies | |
Valuation | |
Acquirer | |
Sources | 5 |
Bellpenny Acquisitions
2 Acquisitions
Bellpenny acquired 2 companies. Their latest acquisition was Ascot Lloyd on August 01, 2017.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
8/1/2017 | Other | Merger | 1 | |||
12/10/2013 |
Date | 8/1/2017 | 12/10/2013 |
|---|---|---|
Investment Stage | Other | |
Companies | ||
Valuation | ||
Total Funding | ||
Note | Merger | |
Sources | 1 |
Bellpenny Partners & Customers
2 Partners and customers
Bellpenny has 2 strategic partners and customers. Bellpenny recently partnered with Charles Stanley on February 2, 2014.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
2/17/2014 | Vendor | United Kingdom | Bellpenny teams up with Charles Stanley for MPS access - Citywire Bellpenny teams up with Charles Stanley for MPS access . | 1 | |
10/22/2013 | Vendor |
Date | 2/17/2014 | 10/22/2013 |
|---|---|---|
Type | Vendor | Vendor |
Business Partner | ||
Country | United Kingdom | |
News Snippet | Bellpenny teams up with Charles Stanley for MPS access - Citywire Bellpenny teams up with Charles Stanley for MPS access . | |
Sources | 1 |
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.
