Clidrive

Clidrive is a financial institution that specializes in providing a wide range of banking services. The company focuses on private banking and offers solutions in payment methods, transactional services, foreign trade, and cash management. Additionally, Clidrive presents investment opportunities, allowing customers to invest in stocks, public securities, and exchange markets. Serving a diverse clientele that includes individuals, small and medium enterprises, corporates, financial institutions, and governments, Clidrive operates various banking subsidiaries, including commercial, wholesale, asset management, and retail banking.

Miguel Sard

Managing Director

Past deals in Wealth Management

Co-op

Debt Financing in 2024
The Co-operative Group is the UK’s largest mutual business, owned by over seven million consumer members. The Group operates 4,800 retail trading outlets, employs more than 100,000 people and has an annual turnover of more than £13bn. Whether it's a drop of milk for your morning cuppa, a little friendly advice because your back's playing up again, or a helping hand onto the property ladder, we're here for you. With over 5,000 high street branches we're only ever just down the road, at the end of a phone or a click away. So whatever it is, however big or small, we're happy to help. We don't answer to shareholders, we answer to you. Unlike most businesses, we're owned by our members - all 7.2 million of them. We're not a plc, so we can fight for the good of our members and customers. Anyone can join The Co-operative, you can become a member online now or just pick up a leaflet in store. As a member, you'll not only have a say in the way we are run, but also get a share in our profits, as a big thank you for shopping with us. Originally formed in Rochdale in 1844 to offer real value to the community, 168 years on and our founding principles still stand. The world may have changed somewhat in those years but the need for a more ethical business, a more honest one and a more customer focussed one clearly hasn't. We're here for you in good and bad times. We're here for you for life.

Visible Alpha

Venture Round in 2018
Visible Alpha is developing a proprietary new dataset and suite of tools to enhance institutional investors'​ ability to generate quantifiable insight into the future fundamentals of companies. By unlocking the intelligence and perspectives that have always been hidden behind analysts’ models, Visible Alpha is providing a new level of visibility and granularity into analysts'​ forecasts, assumptions and opinions to help investors generate alpha.

Curve

Series A in 2017
Curve is a digital wallet that consolidates multiple payment cards and accounts into a single, user-friendly platform, enhancing the way individuals manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing features that actively save money during transactions. Its technology eliminates hidden foreign transaction fees, enables card switching even after a purchase, and allows users to earn rewards in addition to their existing card benefits. With authorization from financial regulators in the UK, EEA, and US, Curve has gained over 6 million customers worldwide and processes significant annual payment volumes. By merging traditional and digital banking functionalities, Curve positions itself as a leader in financial innovation, offering unique advantages that distinguish it from conventional digital wallets.

Alliance & Leicester

Acquisition in 2008
Alliance & Leicester was a banking institution based in Narborough, England, engaged in providing a wide range of banking and financial services to personal, business, and public sector customers in the United Kingdom. The company offered various retail banking products, including mortgages, retail savings, current accounts, and personal loans, as well as life assurance and long-term investment products. Its commercial banking services encompassed money transmission, lending, and online banking, along with treasury services. Alliance & Leicester maintained a network of approximately 2,500 ATMs across the UK. Founded in 1852, the company was taken over by Santander in May 2010 and now operates under that name.
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