Share Price

True Potential Case Study

Wealth management technology platform

  • Overview
  • Overview
  • Investment DateJanuary 2022
  • Lead InvestorCinven
  • RegionEurope
  • SectorFinancial Services
  • Percent of Fair Value1.6%
  • Key ThemeLong-Term Secular Growth
  • Visit WebsiteTrue Potential
$22.6m
Value of Investment
Wealth management technology platform
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.

 

View All Case Studies

 

1. See True Potential website, awards & recognitions.