Interactive Investor
Interactive Investor Ltd is the second largest online direct-to-retail investment platform in the United Kingdom. Interactive offers a wide range of online investment solutions.
Investment Thesis:
- High organic growth potential through scale and leadership in the digital wealth management sector, driven by technology and data investment combined with new product initiatives
- Sector in need of consolidation with platform combination presenting opportunities for 90%+ cost savings
- M&A opportunities through corporate and book acquisitions presented upside potential
- Acquisitions came with surplus capital available for release following the completion of successful migration and extraction of cost synergies
Value Add:
- Created a robust technology platform that enabled hyper-efficient operations and supported new product initiatives.
- Drove significant leadership change
- Focus on technology data, digital marketing, editorial content and control functions
- Fully transformed “Fintech 2.0″ business with brand positioned as the consumer champion for D2C self-directed wealth management
Key Details
Location:
Manchester, U.K.
Fund:
JCF IV
Subsector:
Wealth Management
Investment Date:
May 2017
Realization:
May 2022
