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
Prata med transaktionsteamet
Relaterade affärer
Duke Capital Limited has completed a fundraising
Duke Capital Limited has completed a successful fundraise, securing US$29.8 million (£23.5 million) through a placing and retail offer on the Alternative Investment Market (AIM). This milestone will further enable Duke Capital to continue its innovative approach to alternative financing solutions for small and medium enterprises (SMEs) across the UK and Europe.
Lär dig merGrupo Veta 2017 S.L. has been acquired by MSA Mizar
The Franco-Belgian fund Kartesia has sold Grupo Veta 2017 S.L. to the Italian group MSA Mizar. Kartesia, the main shareholder of Veta+ together with its founding partner, has sold 100% of the capital. For MSA Mizar, this transaction represents the consolidation of its presence in Spain, the entry into the multi-risk claims management market and the opportunity to apply Veta+’s expertise to other European markets.
Lär dig merSTM Group plc has been acquired by Pension SuperFund Capital
Pension SuperFund Capital, which oversees UK commercial pension consolidator Pension SuperFund, has acquired STM Group plc. The deal is aligned with Pension SuperFund Capital’s wider market aim to provide a comprehensive solution for pension savers and sponsors worldwide, as well as improve pension outcomes. The purchase was made through the Pension Superfund Capital acquisition arm, Bidco, which was formed in 2023 for the purpose of this transaction.
Lär dig mer