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Invesco斥资2亿英镑收购财务软件平台Intelliflo

近日,基金管理巨头Invesco宣布斥资2亿英镑收购财务顾问服务软件平台Intelliflo。

Intelliflo总部位于伦敦,主要提供财务办公软件,帮助财富管理机构、顾问、保险公司和经纪商管理和追踪客户投资。

此外,Intelliflo还提供终端投资者产品,比如客户门户和自动化“智能投顾”平台。据了解,目前约有2200家企业使用该公司的产品,而三分之一的英国顾问财富平台也都使用该平台的服务。

其实,有意竞购Intelliflo的机构还有很多,从保险公司到私募股权公司都有。

而这次项目的投资方Invesco则是一家来自美国亚特兰大的资产管理巨头,平台累计资管规模高达9730亿美元(约合7240亿英镑)。Invesco希望借助这次收购继续扩大金融服务客户范围,让更多没有太多资金或者无法进行面对面交流的潜在客户也能获得自动化投资建议。

 

 

Fund management giant Invesco today scooped up Intelliflo, a software business serving financial advisers, for around £200m, City A.M. understands.

London-headquartered Intelliflo provides office software to help businesses such as wealth managers, advisers, insurance companies and brokers manage and keep track of their clients' investments.

It also creates products for the end investors, such as client portals and automated "robo-advice" sites. Around 2,200 firms are using its technology, and a third of all UK advised wealth runs through its platform.

Atlanta-headquartered Invesco, which had around $973bn (£724bn) in assets under management at the end of April, is hoping that the deal will help financial advisers serve more clients – so more wealth will eventually be directed to managers such as itself.

He said automated advice would be a key part of this, especially for clients who may not have as much money to invest and cannot afford face-to-face interactions.


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