Bringing you live news and features since 2006 

IK Investment Partners invests in independent financial adviser Valoria Capital


IK Investment Partners’ (IK) IK Small Cap II Fund has reached an agreement to invest in Valoria Capital (Valoria), an acquisition platform of independent financial advisers. Financial terms of the transaction have not been disclosed.

Founded in 2012 by serial financial services entrepreneur, Romain Lefèvre, Valoria serves several thousand customers offering a diversified range of saving products from a wide panel of leading asset managers and will manage over one billion Euros of assets under management by 2021.
Since its inception, the Company has exhibited tremendous growth, having successfully acquired and integrated 12 smaller IFA boutiques since its founding and expanded its offering to incorporate complementary services including real estate, structure products and corporate treasury optimisation.
IK will be supporting Romain Lefèvre in accelerating the group’s ambitious market consolidation and portfolio diversification strategy.
Romain Lefèvre, founder and CEO of Valoria, says: “We’re delighted to welcome IK to support our fast-growing business operating in a market primed for consolidation. IK’s experience fostering operational excellence and ambitious M&A strategies make them the natural partner for Valoria in 2021 and beyond.”
Arnaud Bosc Partner at IK and advisor to the IK Small Cap II Fund, adds: “Romain is a hands-on company founder with an exceptional achievement of success in the French IFA space. We’re thrilled to be supporting the next phase of Valoria’s growth by accelerating their buy-and-build strategy and their ongoing efforts to further diversify their offering and customer base.”
Pierre Gallix Partner at IK and advisor to the IK Small Cap II Fund, concluded: “We have been strongly impressed by Valoria’s track record over the past years and we look forward working with Romain and his team onto the next growth chapter of the group.”

Latest News

Gargi Chaudhuri, Head of iShares Investment Strategy Americas, has produced the iShares 2024 year ahead outlook, commenting: “We are likely..
J.P. Morgan Asset Management (JPMAM) has launched JPMorgan Global Equity Premium Income UCITS ETF (ticker: JEPG) an actively managed outcome-oriented..
Tradeweb Markets Inc, global operator of electronic marketplaces for rates, credit, equities and money markets, has reported total trading volume..
Cerulli projections indicate that total passive mutual fund and ETF assets will surpass total active mutual fund and ETF assets..

Related Articles

The digital asset fund flows report from CoinShares this week reports that digital asset inflows totalled USD176 million last week,...
Katie Stockton, Fairlead Strategies
Connecticut-based Fairlead Strategies was the first ETF of ETFs winner in the ETF Express US awards, representing a new development...
Australian flag
A new report published by global financial services company Computershare has revealed key trends in the Australian ETF market during...
Eric Balchunas, Bloomberg Intelligence
ETFs will likely see an uptick of trillions in assets to their already strong flows over the next decade as...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by