Barclays

Founded in 1690, Barclays is a multinational banking and financial services company headquartered in London. It offers a wide range of products and services including retail banking, credit cards, corporate and investment banking, wealth management, and more. With operations in over 50 countries and serving over 48 million customers worldwide, Barclays is one of the world's largest and most respected financial institutions.

Naohiko Baba

Head of Research and Managing Director

Gordon Beck

Managing Director

James Binns

Managing Director, Global Head of Trade and Working Capital

Andrew Challis

Managing Director of Principal Investments

Enrico Chiapparoli

CEO of Barclays Italy and Co-Head of EMEA Industrials Investment Banking

Paul Compton

President of Barclays Bank PLC

Kester Keating

Director and Head of US Principal Investments

Marc Page

MD, Customer and Product Financials

Ian Rand

COO of Corporate Development

Jes Staley

Group CEO

Past deals in Investment Banking

Invest in Women Taskforce

Venture Round in 2024
The goal of the Invest in Women Taskforce is to establish one of the biggest investment pots in the world, with funds contributed by female investors, in order to spur investment in female-led companies throughout the United Kingdom.

Versana

Venture Round in 2024
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Copper

Series C in 2022
Copper provides secure infrastructure and custody for institutional digital asset investments, offering portfolio management and protection for institutional clients. Its secure wallet architecture is available as a standalone product, a mobile app, and a browser extension for smart contract signing. The company is complemented by the ClearLoop network, enabling off-exchange trading and settlement at tier-1 digital asset exchanges, and it supports uncollateralized lending options. Copper also operates affiliated advisory firms that deliver wealth management, financial planning, and investment advisory services, including support for credit unions and their members as broker-dealer and registered investment adviser activities. The combined platform serves institutional and select client segments by integrating custody, trading, settlement, and advisory capabilities under a unified digital asset ecosystem.

Barrenjoey

Funding Round in 2022
Barrenjoey is a financial services firm. Due to our agreement with Barclays, we are a locally managed company that is majority owned by employees and have a global presence. We strive to deliver ideas and chances to help clients flourish through our entrepreneurial and collaboration approach. Barrenjoey was established in 2020 by John Cincotta in Sydney, New South Wales.

Gatsby

Series A in 2021
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.

HUBX

Series A in 2021
Designed by seasoned capital markets professionals, HUBX empowers investment professionals to manage their workflows and relationships with insight, intelligence and control. HUBX provides an out of the box solution for advisors to manage deals from origination to distribution. Suitable for: • Brokers and Deal Introducers • Investment Syndicates • Wealth managers and Private Banks • Corporate Finance Advisors • Investment Banks • Stock Exchanges HUBX technology powers the London Stock Exchange Group’s ELITE private placement platform connecting high growth companies with LSEG’s global institutional investor network. Regulated by the FCA.

Barrenjoey

Funding Round in 2020
Barrenjoey is a financial services firm. Due to our agreement with Barclays, we are a locally managed company that is majority owned by employees and have a global presence. We strive to deliver ideas and chances to help clients flourish through our entrepreneurial and collaboration approach. Barrenjoey was established in 2020 by John Cincotta in Sydney, New South Wales.

Finch

Seed Round in 2020
Finch is a financial technology company based in Boston, Massachusetts, that provides an innovative online trading platform designed to simplify investing. Founded in 2019, Finch allows users to earn investment returns by automatically investing their cash balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their individual risk profiles. This unique approach ensures that users’ entire balance is actively working for them from the outset. Additionally, Finch offers instant access to funds, including those that are invested, enhancing liquidity for users. The platform also features a rewards card that enables customers to earn cash back on purchases, which can be automatically reinvested to foster financial growth. Through these services, Finch aims to make investing accessible and straightforward for its users.

H4

Venture Round in 2020
H4 is a digital platform focused on improving the documentation processes that support global financial markets and legal contracts. The company offers software solutions that deliver re-engineered documentation and optimized workflows, allowing investment banks, law firms, financial investors, issuers, and other market participants to effectively address their documentation challenges. By leveraging advanced technology, H4 aims to create consistency and enhance work practices within the industry, ultimately transforming the way financial and legal documentation is managed.

Gatsby

Venture Round in 2020
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.

Anthemis Group

Venture Round in 2015
Anthemis Group is an independent investment firm founded in 2010 and headquartered in London. It operates as a multi-stage asset management platform focused on financial services and technology, particularly fintech and insurtech. The firm targets opportunities from pre-seed through growth stages and invests in, grows, and sustains companies across North America and Europe to advance resiliency, transparency, access, and equity in the financial system. By supporting a diverse ecosystem of startups, investors, entrepreneurs, institutions, and researchers, Anthemis aims to accelerate innovation in finance.

TIM Group

Debt Financing in 2014
TIM Group is a provider of innovative information technology solutions tailored for the financial services industry. The company specializes in an end-to-end trade ideas network designed for equity sell-side firms, investment banks, and brokerages. Its platform analyzes trade idea performance and offers tools that support regulatory compliance, enabling clients to achieve superior market returns while assisting market insight originators in generating additional revenue. As an employee-owned entity backed by venture capital investors, TIM Group focuses on empowering both buy-side and sell-side firms and administrators to leverage their intellectual property effectively.

Anthemis Group

Venture Round in 2014
Anthemis Group is an independent investment firm founded in 2010 and headquartered in London. It operates as a multi-stage asset management platform focused on financial services and technology, particularly fintech and insurtech. The firm targets opportunities from pre-seed through growth stages and invests in, grows, and sustains companies across North America and Europe to advance resiliency, transparency, access, and equity in the financial system. By supporting a diverse ecosystem of startups, investors, entrepreneurs, institutions, and researchers, Anthemis aims to accelerate innovation in finance.

Fixnetix

Venture Round in 2012
Fixnetix Ltd. is a provider of market data, trading access, and infrastructure connectivity tailored for financial institutions, including market makers, investment banks, hedge funds, and trading houses. Established in 2005 and headquartered in London, with additional offices in major financial hubs such as New York, Chicago, Boston, and Tokyo, the company specializes in ultra-low latency trading solutions and risk management services. Fixnetix offers a range of managed services across various asset classes, including equities, options, futures, bonds, commodities, and foreign exchange. Its product offerings include iX-Max, a market data feed protocol, and iX-EMS, a managed service for trading members encompassing risk management controls and connectivity. The company also provides iX-eCute, a real-time pre-trade risk assessment system, and iX-Eye, a multi-market risk management system for monitoring trading activity. Furthermore, Fixnetix delivers comprehensive connectivity and infrastructure solutions, including hardware consultancy, installation, and 24/7 support services.

Abrdn

Acquisition in 2009
Abrdn provides planning, saving, and investing services for clients, operating across multiple channels and offering a comprehensive set of capabilities to help individuals become better investors.

Charles Schwab Europe

Acquisition in 2003
Charles Schwab Europe offers online investment and stock brokerage services.
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