Fidelius receives a significant investment by Söderberg & Partners
Fidelius Ltd, an independent financial services group, has received a significant investment by Söderberg & Partners, one of the Nordic region’s leading financial advisors.
Fidelius, with offices across Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management, employee benefit mortgages, as well as specialist advice to returning expats. Launched in 1998, Fidelius has grown significantly through both organic and M&A expansion.
Söderberg & Partners is one of the Nordic region’s leading financial advisors and brokers of insurance and financial services. Founded in 2004, the group has grown to approximately 1,800 employees in seven countries.
The deal is one of the largest so far in the UK for Söderberg & Partners as they commit to becoming a top wealth player. Söderberg & Partners will support Fidelius as it invests into smaller entrepreneurial wealth firms who require the correct support and resource in order to realise their true growth potential.
Oaklins Cavendish, based in the UK, advised the shareholders of Fidelius. This transaction showcases Cavendish’s expertise within wealth, a sector which continues to see substantial levels of investment and consolidation.
Jim Grant
CEO, Fidelius Group
Sprechen Sie mit dem Deal Team
James Folger
Oaklins Cavendish
Harry Radburn
Oaklins Cavendish
Transaktionen
Bloom Equity Partners Management, LLC has acquired GRC International Group plc
GRC International Group plc, a leading provider of IT governance, risk management and compliance solutions, has delisted from the LSE’s AIM market and partnered with Bloom Equity Partners Management, LLC to further develop its product offering to meet its customers’ most critical cyber security and regulatory challenges.
Mehr erfahrenRare ARC has raised US$14.5 million in structured debt financing
Rare Asset Reconstruction Limited (Rare ARC) has successfully raised US$14.5 million in structured debt financing.
Mehr erfahrenTrue Securitizadora has been acquired by Opea
The private shareholders of True Securitizadora have sold the company to Opea Securitizadora. The acquisition is part of Opea’s strategy to expand its portfolio of services and products, and reinforce its operations in securitization.
Mehr erfahren