Nucleus Financial Group Plc

Nucleus Financial Group Plc

Nucleus Financial Group Plc

Overview
Date Founded

2005

Headquarters

12 Blenheim Place, Greenside, Edinburgh, EH7 5JH, GBR

Type of Company

Public

Employees (Worldwide)

229

Industries

Investment Services & Portfolio Management
Investment Banking & Brokerage
Government
Holding Companies

Company Description

Nucleus Financial Group Plc is as a holding company, which engages in the provision of wrap platform services. Its wrap allows clients to invest directly, or via tax wrappers into a range of asset types, including cash, unit trusts, open ended investment companies, exchange-traded funds, investment trusts, and other securities. The company was founded by David Ferguson in 2006 and is headquartered in Edinburgh, the United Kingdom.

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Executives & Employees

Chief Executive Officer & Executive Director

Chief Technology Officer

Chief Risk Officer

Chief People Officer

Chief Customer Officer

Head of Internal Systems

Non-Executive Director & Managing Director

Board of Directors

Former Chief Executive Officer at Sanlam Investment Management (Pty) Ltd.

Chief Executive Officer at Sanlam Investments UK Ltd.

Former Chief Financial Officer & Director at OM Residual UK Ltd.

Non-Executive Director at Nucleus Financial Group Plc

Chief Executive Officer & Executive Director at Nucleus Financial Group Plc

Non-Executive Director & Managing Director at Nucleus Financial Group Plc

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Owners & Shareholders
Details Hidden

Peel Hunt LLP is an independent securities brokerage firm headquartered in London, UK. The firm was founded in 1989 and provides a range of brokerage services to UK mid & small-cap companies. Peel Hunt covers the following sectors: Consumer, Financial Institutions, Healthcare, Industrials/Support Services, Investment Companies, Media, Natural Resources/Energy, Real Estate and Technology.

Details Hidden

Peel Hunt LLP is an independent securities brokerage firm headquartered in London, UK. The firm was founded in 1989 and provides a range of brokerage services to UK mid & small-cap companies. Peel Hunt covers the following sectors: Consumer, Financial Institutions, Healthcare, Industrials/Support Services, Investment Companies, Media, Natural Resources/Energy, Real Estate and Technology.

Recent Transactions
Details Hidden

IFG Group Plc, James Hay Holdings Ltd. purchase Nucleus Financial Group Plc from Sanlam UK Ltd.

Details Hidden

Nucleus Financial Group Plc issued . GBP Ordinary Shares

Transaction Advisors
Investment Advisor

Advised onNucleus Financial Group Plc issued . GBP Ordinary Shares

Legal Advisor

Advised onIFG Group Plc, James Hay Holdings Ltd. purchase Nucleus Financial Group Plc from Sanlam UK Ltd.

Legal Advisor

Advised onIFG Group Plc, James Hay Holdings Ltd. purchase Nucleus Financial Group Plc from Sanlam UK Ltd.

Key Stats and Financials As of 2020
Market Capitalization
$200M
Total Enterprise Value
$161M
Earnings Per Share
$0.06
EBITDAMargin
9.87%
Enterprise Value / Sales
2.35x
Enterprise Value EBITDAOperating
23.84x
TEVNet Income
38.35x
Debt TEV
0.03x
Three Year Compounded Annual Growth Rate Of Revenue
8.68%
Revenue
$68.6M
Net Profit
$4.21M
EBITDA
$6.77M
Total Debt
$4.95M
Total Equity
$30.1M
Suppliers
Bravura Solutions Ltd. Accounting & Financial Services | Sydney, Australia

Bravura Solutions Ltd. engages in software and technology. Its activities include development and distribution of software solutions and related technology. It operates through the Wealth Management and Funds Administration segments. The Wealth Management segment specializes in financial products and investment advice relating to investment products and wrap platforms, superannuation, pension and retirement products, life insurance, private wealth, and portfolio administration. The Funds Administration segment includes mutual funds, unit trusts, investment trusts, open ended investment companies, money market funds and exchange-traded funds. The company was founded by Simon Kenneth Woodfull and Iain Maxwell Dunstan on December 9, 2004 and is headquartered in Sydney, Australia.

Genpact Ltd. IT Consulting & Services

Genpact is a global professional services firm that makes business transformation real. They drive digital-led innovation and digitally-enabled intelligent operations for their clients, guided by their experience running thousands of processes primarily for Global Fortune 500 companies. They think with design, dream in digital, and solve problems with data and analytics. Combining their expertise in end-to-end operations and their AI-based platform, Genpact Cora, they focus on the details – all 90,000+ of them. From New York to New Delhi and more than 30 countries in between, they connect every dot, reimagine every process, and reinvent companies’ ways of working. They create resilient, more sustainable, business outcomes.

Sanlam Ltd. Investment Services & Portfolio Management | Bellville, South Africa

Sanlam Ltd. is a diversified financial services group which provides financial solutions to individual and institutional clients. Its solutions include individual, group and short-term insurance, personal financial services such as estate planning, trusts, wills, personal loans, health management, savings and linked products. The company operates through five clusters: Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Santam and Corporate & Other. It also offers business fitness assessment and insurance investment management, asset management, employee benefits, risk management, and capital market activities. Sanlam was founded on June 8, 1918 and is headquartered in Bellville, South Africa.

Competitors
Zurich Insurance Group AG Insurance: Property & Casualty - Zurich, Switzerland

Zurich is one of the world’s leading insurance groups, and one of the few to operate on a global basis. Our mission is to help our customers understand and protect themselves from risk. With about 60,000 employees serving customers in more than 170 countries, we aspire to become the best global insurer as measured by our shareholders, customers and employees. We help individuals, small- and medium-sized companies and global corporations around the world understand and protect themselves from risk by offering a wide range of insurance products, solutions and advisory services.

FIL Ltd. Investment Services & Portfolio Management - Pembroke, Bermuda

FIL Ltd. provides investment advisory and financial management services. It offers class investment solutions and retirement expertise to institutions, individuals and advisers. The firm serves retail clients and intermediaries such as banks, financial advisers, and insurance companies. The company was founded by Edward C. Johnson III in 1969 and is headquartered in Pembroke, Bermuda..

Standard Life Aberdeen Plc Investment Services & Portfolio Management - Edinburgh, United Kingdom

Standard Life Aberdeen Plc engages in the provision of asset management and savings solutions. It operates through the Asset Management, Platform, and Wealth; and Insurance Associates and Joint ventures segments. The Asset Management, Platform, and Wealth segment includes other wholly owned activities of the Group including the corporate centre and related activities, and the United Kingdom (UK) and Ireland standard life staff defined benefit pension plans. The Insurance Associates and Joint ventures segment comprises of life insurance associates and joint ventures in India, UK, and China. The company was founded in 1825 and is headquartered in Edinburgh, the United Kingdom.

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