Hargreaves Lansdown Transforms with New Ownership

Deal News | Mar 25, 2025 | CVC Capital Partners

A consortium comprising CVC Capital Partners, Nordic Capital, and ADIA, through its subsidiary Platinum Ivy, has completed the acquisition of Hargreaves Lansdown, leading to the company's delisting from the London Stock Exchange. Hargreaves Lansdown is a market-leading platform for retail investors in the UK, known for its transparent and value-driven approach in the UK wealth market. The consortium aims to accelerate Hargreaves Lansdown's transformation plan by investing in technology infrastructure, digital channels, and service enhancements, while maintaining client value, service quality, and innovation at its core. The transaction underscores the consortium's confidence in Hargreaves Lansdown's mission to simplify financial freedom for UK residents and further the company's reputation of customer loyalty and trust. The consortium's extensive experience in financial services is anticipated to support the firm's innovative growth and service excellence.

Sectors

  • Financial Services
  • Private Equity

Geography

  • United Kingdom – Hargreaves Lansdown is a leading platform for retail investors primarily operating within the UK financial market.

Industry

  • Financial Services – Hargreaves Lansdown operates in the financial services industry, specializing in retail investment platforms.
  • Private Equity – CVC Capital Partners, Nordic Capital, and ADIA are private equity firms involved in the acquisition of Hargreaves Lansdown.

Financials

    Participants

    NameRoleTypeDescription
    Hargreaves LansdownTarget CompanyCompanyA UK-based market leader in retail investment platforms.
    CVC Capital PartnersBidding CompanyCompanyA leading private equity firm involved in the acquisition of Hargreaves Lansdown.
    Nordic CapitalBidding CompanyCompanyA private equity firm part of the consortium acquiring Hargreaves Lansdown.
    Abu Dhabi Investment Authority (ADIA)Bidding CompanyCompanyA sovereign wealth fund with its subsidiary Platinum Ivy involved in acquiring Hargreaves Lansdown.
    Platinum IvySubsidiaryCompanyA wholly-owned subsidiary of ADIA, managed by ADIA PED, involved in the acquisition.