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, they reveal a wide spectrum of operational scales. Founded between 1982 and 2019, these firms have actively participated in wealth management, completing 21 notable deals in 2024 alone. Their varied investment approaches illustrate the dynamic nature of the financial sector in the Benelux region.

Top 14 Wealth Management Investors in Benelux

1. Cvc

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

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 €193 billion in assets, CVC serves over 1000 clients, including pension funds and institutional investors. Notable transactions include the acquisition of iShares in 2009 for approximately $4.5 billion, which positioned CVC in the asset management space. In 2024, they acquired Hargreaves Lansdown, a key player in investment services, further solidifying their footprint in wealth management. Other significant investments include Alix Partners and TMF Group, showcasing their diverse investment strategy while maintaining a focus on sectors that contribute to sustainable value and growth.

2. ABN AMRO Clearing Bank

• Website: abnamro.com
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, Netherlands
• Founded year: 1982
• Headcount: 501-1000
• Number of deals in 2024: 19
• LinkedIn: abn-amro-clearing-bank-n-v-

ABN AMRO Clearing Bank, founded in 1982 and based in Amsterdam, North Holland, Netherlands, 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 them manage their financial needs and investments while ensuring compliance with financial regulations. Notably, ABN AMRO has made significant strides in the wealth management sector through strategic acquisitions. In 2004, they acquired BethmannMaffei, merging it with Delbrck & Co, resulting in a combined entity with over Euros 10 billion in assets under management, positioning it among the top five private banks in Germany. More recently, in 2024, ABN AMRO acquired Hauck Aufhaeuser Lamp Private Bank, further enhancing their wealth management offerings. Additionally, their acquisition of a German bank in 2024 marks a significant expansion in their 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 the industry.

3. Prosus Group

• Website: prosus.com
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, Netherlands
• Founded year: 2019
• Headcount: 10001+
• Number of deals in 2024: 21
• LinkedIn: prosus-group

Prosus Group is a global technology investor and operator based in Amsterdam, Netherlands, 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 the 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 the MENA region, raising $20 million to facilitate easier access to investment accounts. Furthermore, Prosus participated in funding rounds for BUX, a neo-broker that is expanding its investment app, indicating their strategic interest in the financial technology and wealth management sectors.

4. TMF Group

• Website: tmf-group.com
• Type: Corporate
• Headquarters: Amsterdam, North Holland, Netherlands
• Founded year: 1988
• Headcount: 10001+
• Number of deals in 2024: 5
• LinkedIn: tmf-group

TMF Group B.V. is a professional services firm based in Amsterdam, Netherlands, 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 them navigate complex regulations and maintain compliance across multiple jurisdictions. Notably, TMF Group has made several strategic acquisitions to bolster its presence in the wealth management sector. In 2017, they acquired Gentoo Holdings Limited, a fund administration services provider in Guernsey and Luxembourg, enhancing their offerings in private equity and real estate. Additionally, their acquisition of Vasco Trustees, an Australian fund services provider, further solidifies their commitment to expanding their fund administration capabilities. These transactions demonstrate TMF Group's active role in the wealth management industry, making them a significant player in this field.

5. Sgh

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

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 their active engagement in the market. Among their significant transactions, SGH participated in the Series A funding round for Coinhouse, which raised $4.8 million in February 2021, and also in a previous Series A round for the same company in January 2019, which raised $2.8 million. Additionally, SGH was involved in the 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 the wealth management landscape.

6. Triodos Bank

• Website: triodos.com
• Type: Venture Capital
• Headquarters: Driebergen-Rijsenburg, Utrecht, Netherlands
• Founded year: 1980
• Headcount: 1001-5000
• Number of deals in 2024: 2
• LinkedIn: triodos-bank

Triodos Bank N.V. is a public entity based in Driebergen-Rijsenburg, Utrecht, Netherlands, 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 the banking sector across multiple European countries. In recent years, Triodos Bank has been involved in several significant transactions relevant to wealth management. For instance, they acquired Evidence Based Social Investments Limited (EBSI), a consultancy specializing in Social Impact Bonds, to enhance their advisory services for local authorities in the UK. This acquisition reflects their commitment to social impact investing. Additionally, they 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 the wealth management industry, particularly in the context of sustainable and ethical investments.

7. Fabric Ventures

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

Fabric Ventures is a venture capital firm based in Luxembourg, founded in 2012. The firm focuses on investing in the 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 the wealth management context, such as their investment in Casa, a startup that helps consumers securely store cryptocurrencies and targets high net worth individuals and family offices. Additionally, their involvement in fintech companies like Blockpit, which develops software for cryptocurrency tax compliance, further emphasizes their commitment to the financial sector. Their recent investments, including Crypto Valley Exchange and Nilos, also reflect their active engagement in the evolving landscape of finance and wealth management.

8. MiddleGame Ventures

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

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 the financial services sector, supporting their 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 the financial sector. Additionally, they 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 them a significant player in the wealth management landscape.

9. Exor N.V.

• Website: exor.com
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, Netherlands
• Founded year: 2009
• Headcount: 11-50
• Number of deals in 2024: 26
• LinkedIn: exor_2

Exor N.V. is a holding company based in Amsterdam, Netherlands, 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 the 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: ivc.fund
• Type: Venture Capital
• Headquarters: Luxembourg
• Founded year: 2019
• Headcount: 11-50
• Number of deals in 2024: 3
• LinkedIn: ilavska-vuillermoz-capital

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, they have already made three investments, showcasing their active role in the market. Notably, they participated in the Series D and Series E funding rounds for N26, a prominent fintech company, which raised substantial amounts to enhance its services. Additionally, they were involved in the 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 them a relevant player in this space.

11. Finch Capital

• Website: finchcapital.com
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, Netherlands
• Founded year: 2013
• Headcount: 11-50
• Number of deals in 2024: 2
• LinkedIn: finch-capital

Finch Capital is a venture capital investment firm based in Amsterdam, Netherlands, 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 the Netherlands. 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: abnamro.nl
• Type: Venture Capital
• Headquarters: Amsterdam, North Holland, Netherlands
• Founded year: 1991
• Headcount: 10001+
• Number of deals in 2024: 3
• LinkedIn: abn-amro

ABN AMRO Bank N.V. is a prominent financial services institution based in Amsterdam, Netherlands, founded in 1991. With over 10,000 employees, the 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 them manage their finances and achieve their financial goals through tailored services. Notably, ABN AMRO has been involved in significant transactions relevant to wealth management, such as the acquisition of BUX, a rapidly growing neobroker in Europe, aimed at enhancing their retail investment offerings. Additionally, their participation in funding rounds for companies like Pluris and Lendahand demonstrates their commitment to investing in innovative financial solutions, further solidifying their role in the wealth management industry.

13. Optiver

• Website: optiver.com
• Type: Corporate
• Headquarters: Amsterdam, North Holland, Netherlands
• Founded year: 1986
• Headcount: 1001-5000
• Number of deals in 2024: 1
• LinkedIn: optiver

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 them navigate market inefficiencies and ensuring competitive pricing. In recent years, Optiver has participated in several significant transactions relevant to the wealth management context. For instance, they 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 the Series B funding for Sharegain, a capital markets infrastructure FinTech that offers Securities Lending as a Service (SLaaS), further demonstrating their commitment to enhancing financial services. Their investments in Options AI and Auros also reflect their interest in innovative trading solutions and crypto market making, which are increasingly relevant in the wealth management landscape.

14. Bamboo Capital Partners

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

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 the lives of marginalized communities while delivering financial returns. Notably, Bamboo Capital Partners has been involved in significant transactions that reflect their commitment to financial inclusion, such as their investment in kubo.financiero, a Mexican peer-to-peer lending platform, where they 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 their strategy of supporting businesses that enhance access to financial services, which is a critical component of wealth management. Additionally, their involvement with microfinance institutions like Annapurna Finance further underscores their focus on providing financial solutions that empower underserved populations.

Wealth Management Insights: Key Investors in Benelux

Want to find more investors focusing on the wealth management industry?

With Inven, you'll also get to know:

• Deal History: Number of deals and their sizes.
• Portfolio: Companies they've invested in.
• Contact data: Key dealmakers, including their emails and phonenumbers.
• ...and much more!