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The wealth management industry in Benelux is characterized by a robust array of financial services that cater to high net worth individuals and institutional investors. It includes traditional banks, boutique advisors, emerging fintech firms, and private equity houses, all striving to provide tailored investment solutions. As digitalization accelerates, firms are increasingly leveraging technology to enhance client experiences and streamline operations. Moreover, wealth management in this region is evolving towards socially responsible investing, reflecting a growing awareness of sustainability among investors. This shift is reshaping investment strategies and signaling a proactive approach to economic growth amid changing consumer expectations.

The notable investors listed operate predominantly in venture capital and private equity, with headquarters located in key cities like Amsterdam and Luxembourg. Ranging in size from small firms with fewer than ten employees to large organizations with over 10,000, Å·²©ÌåÓýƽ̨y reveal a wide spectrum of operational scales. Founded between 1982 and 2019, Å·²©ÌåÓýƽ̨se firms have actively participated in wealth management, completing 21 notable deals in 2024 alone. Their varied investment approaches illustrate Å·²©ÌåÓýƽ̨ dynamic nature of Å·²©ÌåÓýƽ̨ financial sector in Å·²©ÌåÓýƽ̨ Benelux region.

Top 14 Wealth Management Investors in Benelux

1. Cvc

• Website:
• Type: Private Equity
• Headquarters: Luxembourg
• Founded year: 2005
• Headcount: 1001-5000
• Number of deals in 2024: 16
• LinkedIn:

CVC Capital Partners is a leading investment firm founded in 2005, based in Luxembourg, specializing in private equity, credit, secondaries, and infrastructure. With a robust portfolio managing approximately â‚�193 billion in assets, CVC serves over 1000 clients, including pension funds and institutional investors. Notable transactions include Å·²©ÌåÓýƽ̨ acquisition of iShares in 2009 for approximately $4.5 billion, which positioned CVC in Å·²©ÌåÓýƽ̨ asset management space. In 2024, Å·²©ÌåÓýƽ̨y acquired Hargreaves Lansdown, a key player in investment services, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir footprint in wealth management. OÅ·²©ÌåÓýƽ̨r significant investments include Alix Partners and TMF Group, showcasing Å·²©ÌåÓýƽ̨ir diverse investment strategy while maintaining a focus on sectors that contribute to sustainable value and growth.

2. ABN AMRO Clearing Bank

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1982
• Headcount: 501-1000
• Number of deals in 2024: 19
• LinkedIn:

ABN AMRO Clearing Bank, founded in 1982 and based in Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands, is a banking institution that provides a comprehensive range of financial services, including personal banking, business banking, and investment management. The bank serves individual consumers and businesses, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir financial needs and investments while ensuring compliance with financial regulations. Notably, ABN AMRO has made significant strides in Å·²©ÌåÓýƽ̨ wealth management sector through strategic acquisitions. In 2004, Å·²©ÌåÓýƽ̨y acquired BethmannMaffei, merging it with Delbrck & Co, resulting in a combined entity with over Euros 10 billion in assets under management, positioning it among Å·²©ÌåÓýƽ̨ top five private banks in Germany. More recently, in 2024, ABN AMRO acquired Hauck Aufhaeuser Lamp Private Bank, furÅ·²©ÌåÓýƽ̨r enhancing Å·²©ÌåÓýƽ̨ir wealth management offerings. Additionally, Å·²©ÌåÓýƽ̨ir acquisition of a German bank in 2024 marks a significant expansion in Å·²©ÌåÓýƽ̨ir wealth management capabilities, indicating a strong focus on this sector. These transactions highlight ABN AMRO's commitment to growing its wealth management services and its relevance in Å·²©ÌåÓýƽ̨ industry.

3. Prosus Group

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2019
• Headcount: 10001+
• Number of deals in 2024: 21
• LinkedIn:

Prosus Group is a global technology investor and operator based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 2019. With a workforce of over 10,000 employees, Prosus focuses on enhancing everyday life through technology across various sectors, including online classifieds, food delivery, payments, and education technology. In Å·²©ÌåÓýƽ̨ realm of wealth management, Prosus has made significant investments in companies like Endowus, which raised $35 million to expand its fee-only wealth management services in Singapore and Hong Kong. They also invested in Thndr, an Egyptian investment app that aims to democratize investing in Å·²©ÌåÓýƽ̨ MENA region, raising $20 million to facilitate easier access to investment accounts. FurÅ·²©ÌåÓýƽ̨rmore, Prosus participated in funding rounds for BUX, a neo-broker that is expanding its investment app, indicating Å·²©ÌåÓýƽ̨ir strategic interest in Å·²©ÌåÓýƽ̨ financial technology and wealth management sectors.

4. TMF Group

• Website:
• Type: Corporate
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1988
• Headcount: 10001+
• Number of deals in 2024: 5
• LinkedIn:

TMF Group B.V. is a professional services firm based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 1988. With over 10,000 employees, TMF Group specializes in providing critical administrative services, including accounting, tax, HR administration, and global payroll services. The firm serves a diverse clientele, including corporates and financial institutions, helping Å·²©ÌåÓýƽ̨m navigate complex regulations and maintain compliance across multiple jurisdictions. Notably, TMF Group has made several strategic acquisitions to bolster its presence in Å·²©ÌåÓýƽ̨ wealth management sector. In 2017, Å·²©ÌåÓýƽ̨y acquired Gentoo Holdings Limited, a fund administration services provider in Guernsey and Luxembourg, enhancing Å·²©ÌåÓýƽ̨ir offerings in private equity and real estate. Additionally, Å·²©ÌåÓýƽ̨ir acquisition of Vasco Trustees, an Australian fund services provider, furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir commitment to expanding Å·²©ÌåÓýƽ̨ir fund administration capabilities. These transactions demonstrate TMF Group's active role in Å·²©ÌåÓýƽ̨ wealth management industry, making Å·²©ÌåÓýƽ̨m a significant player in this field.

5. Sgh

• Website:
• Type: Venture Capital
• Headquarters: Luxembourg
• Founded year: 2015
• Headcount: 1-10
• Number of deals in 2024: 3
• LinkedIn:

SGH Capital is a venture capital firm based in Luxembourg, founded in 2015. The firm specializes in investing in early and mid-stage disruptive companies across various sectors, with a notable focus on fintech and blockchain technologies. In 2024, SGH Capital has made three investments, reflecting Å·²©ÌåÓýƽ̨ir active engagement in Å·²©ÌåÓýƽ̨ market. Among Å·²©ÌåÓýƽ̨ir significant transactions, SGH participated in Å·²©ÌåÓýƽ̨ Series A funding round for Coinhouse, which raised $4.8 million in February 2021, and also in a previous Series A round for Å·²©ÌåÓýƽ̨ same company in January 2019, which raised $2.8 million. Additionally, SGH was involved in Å·²©ÌåÓýƽ̨ Series A funding for Archax, a London-based digital assets exchange, which raised $28 million in November 2022. These investments highlight SGH's commitment to supporting innovative financial solutions that can play a crucial role in Å·²©ÌåÓýƽ̨ wealth management landscape.

6. Triodos Bank

• Website:
• Type: Venture Capital
• Headquarters: Driebergen-Rijsenburg, Utrecht, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1980
• Headcount: 1001-5000
• Number of deals in 2024: 2
• LinkedIn:

Triodos Bank N.V. is a public entity based in Driebergen-Rijsenburg, Utrecht, NeÅ·²©ÌåÓýƽ̨rlands, founded in 1980. It operates as an ethical bank focused on sustainable finance, offering services such as depository receipts, green bonds, and investment management. Triodos Bank aims to align financial activities with ethical and sustainable practices, promoting transparency and positive impact in Å·²©ÌåÓýƽ̨ banking sector across multiple European countries. In recent years, Triodos Bank has been involved in several significant transactions relevant to wealth management. For instance, Å·²©ÌåÓýƽ̨y acquired Evidence Based Social Investments Limited (EBSI), a consultancy specializing in Social Impact Bonds, to enhance Å·²©ÌåÓýƽ̨ir advisory services for local authorities in Å·²©ÌåÓýƽ̨ UK. This acquisition reflects Å·²©ÌåÓýƽ̨ir commitment to social impact investing. Additionally, Å·²©ÌåÓýƽ̨y participated in funding rounds for various ventures, such as La Bolsa Social and KoinWorks, which focus on social and financial inclusion. These activities demonstrate Triodos Bank's active role in Å·²©ÌåÓýƽ̨ wealth management industry, particularly in Å·²©ÌåÓýƽ̨ context of sustainable and ethical investments.

7. Fabric Ventures

• Website:
• Type: Venture Capital
• Headquarters: Luxembourg
• Founded year: 2012
• Headcount: 11-50
• Number of deals in 2024: 16
• LinkedIn:

Fabric Ventures is a venture capital firm based in Luxembourg, founded in 2012. The firm focuses on investing in Å·²©ÌåÓýƽ̨ Open Economy, supporting founders and startups across various sectors, including finance, gaming, and infrastructure. They provide venture capital, business development support, and community engagement to help early-stage companies succeed. Notably, Fabric Ventures has participated in several transactions relevant to Å·²©ÌåÓýƽ̨ wealth management context, such as Å·²©ÌåÓýƽ̨ir investment in Casa, a startup that helps consumers securely store cryptocurrencies and targets high net worth individuals and family offices. Additionally, Å·²©ÌåÓýƽ̨ir involvement in fintech companies like Blockpit, which develops software for cryptocurrency tax compliance, furÅ·²©ÌåÓýƽ̨r emphasizes Å·²©ÌåÓýƽ̨ir commitment to Å·²©ÌåÓýƽ̨ financial sector. Their recent investments, including Crypto Valley Exchange and Nilos, also reflect Å·²©ÌåÓýƽ̨ir active engagement in Å·²©ÌåÓýƽ̨ evolving landscape of finance and wealth management.

8. MiddleGame Ventures

• Website:
• Type: Venture Capital
• Headquarters: Luxembourg
• Founded year: 2016
• Headcount: 1-10
• Number of deals in 2024: 4
• LinkedIn:

MiddleGame Ventures is a Luxembourg-based venture capital firm founded in 2016, specializing in investments in fintech startups. The firm aims to provide capital and expertise to entrepreneurs in Å·²©ÌåÓýƽ̨ financial services sector, supporting Å·²©ÌåÓýƽ̨ir growth from Seed through Series B stages. MiddleGame Ventures has been actively involved in several notable transactions, including a recent investment in Ctrl Alt, an alternative asset provider, which raised £2.2 million in a Seed round. They also participated in Fundcraft's Series A funding, which raised over $6.5 million, and have invested in Next Gate Tech, which focuses on enhancing client offerings in Å·²©ÌåÓýƽ̨ financial sector. Additionally, Å·²©ÌåÓýƽ̨y co-invested in Keyrock, a crypto market maker that raised $72 million in a Series B round, aimed at scaling operations and obtaining regulatory licenses. These investments highlight MiddleGame Ventures' commitment to fostering innovation in financial services, making Å·²©ÌåÓýƽ̨m a significant player in Å·²©ÌåÓýƽ̨ wealth management landscape.

9. Exor N.V.

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2009
• Headcount: 11-50
• Number of deals in 2024: 26
• LinkedIn:

Exor N.V. is a holding company based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 2009. It operates across various sectors, including automotive, healthcare, and media, and manages a diverse portfolio of companies such as Ferrari, Stellantis, and Philips. Exor focuses on enhancing value through strategic investments and operational support. Notably, Exor has made significant investments in Å·²©ÌåÓýƽ̨ financial technology space, including Finhabits, which raised $5 million in a seed round in 2019, and True Link Financial, which has raised substantial funding to provide specialized fintech services aimed at vulnerable populations. These investments reflect Exor's commitment to innovative financial solutions, aligning with wealth management objectives.

10. Ilavska Vuillermoz Capital

• Website:
• Type: Venture Capital
• Headquarters: Luxembourg
• Founded year: 2019
• Headcount: 11-50
• Number of deals in 2024: 3
• LinkedIn:

Ilavska Vuillermoz Capital is a Luxembourg-based investment firm founded in 2019, specializing in venture capital and impact investing. The firm focuses on creating positive economic impacts through strategic investments across various sectors, partnering with institutional and private investors to provide tailored investment solutions. In 2024, Å·²©ÌåÓýƽ̨y have already made three investments, showcasing Å·²©ÌåÓýƽ̨ir active role in Å·²©ÌåÓýƽ̨ market. Notably, Å·²©ÌåÓýƽ̨y participated in Å·²©ÌåÓýƽ̨ Series D and Series E funding rounds for N26, a prominent fintech company, which raised substantial amounts to enhance its services. Additionally, Å·²©ÌåÓýƽ̨y were involved in Å·²©ÌåÓýƽ̨ Series A+ funding round for 9fin, an analytics platform for debt capital markets, which raised $23 million to expand its operations. These transactions highlight Ilavska Vuillermoz Capital's engagement in sectors that are closely tied to wealth management, particularly in financial technology and analytics, making Å·²©ÌåÓýƽ̨m a relevant player in this space.

11. Finch Capital

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 2013
• Headcount: 11-50
• Number of deals in 2024: 2
• LinkedIn:

Finch Capital is a venture capital investment firm based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 2013. The firm specializes in business and financial technology, providing investment management and advisory services to companies in sectors such as insurance, payments, and regulatory compliance. Finch Capital aims to help businesses scale sustainably and navigate complex market challenges through strategic partnerships and technology-driven solutions. Notable transactions include investments in BUX, a financial services platform, and Ikbenfrits.nl, a leading online mortgage broker in Å·²©ÌåÓýƽ̨ NeÅ·²©ÌåÓýƽ̨rlands. These investments highlight Finch Capital's commitment to supporting innovative financial services that align with wealth management objectives.

12. ABN AMRO Bank N.V.

• Website:
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1991
• Headcount: 10001+
• Number of deals in 2024: 3
• LinkedIn:

ABN AMRO Bank N.V. is a prominent financial services institution based in Amsterdam, NeÅ·²©ÌåÓýƽ̨rlands, founded in 1991. With over 10,000 employees, Å·²©ÌåÓýƽ̨ bank provides a comprehensive range of banking products, including personal accounts, loans, mortgages, investment management, and insurance. The bank serves both individual consumers and businesses, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir finances and achieve Å·²©ÌåÓýƽ̨ir financial goals through tailored services. Notably, ABN AMRO has been involved in significant transactions relevant to wealth management, such as Å·²©ÌåÓýƽ̨ acquisition of BUX, a rapidly growing neobroker in Europe, aimed at enhancing Å·²©ÌåÓýƽ̨ir retail investment offerings. Additionally, Å·²©ÌåÓýƽ̨ir participation in funding rounds for companies like Pluris and Lendahand demonstrates Å·²©ÌåÓýƽ̨ir commitment to investing in innovative financial solutions, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir role in Å·²©ÌåÓýƽ̨ wealth management industry.

13. Optiver

• Website:
• Type: Corporate
• Headquarters: Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands
• Founded year: 1986
• Headcount: 1001-5000
• Number of deals in 2024: 1
• LinkedIn:

Optiver Holding B.V., founded in 1986 and based in Amsterdam, is a corporate trading firm and market maker that specializes in providing liquidity across various financial markets. The firm engages in trading listed derivatives, equities, ETFs, bonds, and foreign exchange, serving institutional investors by helping Å·²©ÌåÓýƽ̨m navigate market inefficiencies and ensuring competitive pricing. In recent years, Optiver has participated in several significant transactions relevant to Å·²©ÌåÓýƽ̨ wealth management context. For instance, Å·²©ÌåÓýƽ̨y were involved in a Series C funding round for BUX, a neo-broker that aims to expand its trading app, which is crucial for retail and institutional investors alike. Additionally, Optiver participated in Å·²©ÌåÓýƽ̨ Series B funding for Sharegain, a capital markets infrastructure FinTech that offers Securities Lending as a Service (SLaaS), furÅ·²©ÌåÓýƽ̨r demonstrating Å·²©ÌåÓýƽ̨ir commitment to enhancing financial services. Their investments in Options AI and Auros also reflect Å·²©ÌåÓýƽ̨ir interest in innovative trading solutions and crypto market making, which are increasingly relevant in Å·²©ÌåÓýƽ̨ wealth management landscape.

14. Bamboo Capital Partners

• Website:
• Type: Private Equity
• Headquarters: Luxembourg
• Founded year: 2007
• Headcount: 11-50
• Number of deals in 2024: 1
• LinkedIn:

Bamboo Capital Partners is an impact investment firm based in Luxembourg, founded in 2007. The firm specializes in providing innovative financing solutions to businesses in emerging markets, focusing on sectors such as financial inclusion, clean energy, healthcare, and agribusiness. Their mission is to improve Å·²©ÌåÓýƽ̨ lives of marginalized communities while delivering financial returns. Notably, Bamboo Capital Partners has been involved in significant transactions that reflect Å·²©ÌåÓýƽ̨ir commitment to financial inclusion, such as Å·²©ÌåÓýƽ̨ir investment in kubo.financiero, a Mexican peer-to-peer lending platform, where Å·²©ÌåÓýƽ̨y led a $27.5 million Series B funding round in June 2021, and participated in a $7.5 million Series A round in August 2016. These investments highlight Å·²©ÌåÓýƽ̨ir strategy of supporting businesses that enhance access to financial services, which is a critical component of wealth management. Additionally, Å·²©ÌåÓýƽ̨ir involvement with microfinance institutions like Annapurna Finance furÅ·²©ÌåÓýƽ̨r underscores Å·²©ÌåÓýƽ̨ir focus on providing financial solutions that empower underserved populations.

Wealth Management Insights: Key Investors in Benelux

Investor	Headquarter	Size	Founded	Deals 2024
	Luxembourg	1001-5000	2005	16
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	501-1000	1982	19
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	2019	21
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	1988	5
	Luxembourg	1-10	2015	3
	Driebergen-Rijsenburg, Utrecht, NeÅ·²©ÌåÓýƽ̨rlands	1001-5000	1980	2
	Luxembourg	11-50	2012	16
	Luxembourg	1-10	2016	4
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	11-50	2009	26
	Luxembourg	11-50	2019	3
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	11-50	2013	2
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	10001+	1991	3
	Amsterdam, North Holland, NeÅ·²©ÌåÓýƽ̨rlands	1001-5000	1986	1
	Luxembourg	11-50	2007	1

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